About

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  The Vanguard Group and Altruist Corp are our two most important vendors for managing the Simplexity Two-ETF Lifecycle Strategies. The Vanguard Group is the manager and distributor of the ETF building blocks of our portfolios. While Altruist Corp. is the broker-dealer and custodian of our client accounts. The Vanguard Group is the leading index fund manager that most meticulously manages and competitively prices their funds, always pursuing their investors best interest first. While Altruist is the leading fintech innovator in the registered investment advisor (RIA) brokerage and custodial space, revolutionizing the technology that serves and connects investors and their investment managers.

Founded in 2013 and based in the Washington, DC, suburb of Bethesda, Maryland, Simplexity Investment Management, LLC is a registered investment advisor (RIA) and the manager of the Simplexity Two-ETF Lifecycle Strategies. Started to manage innovative ETF strategies for high net worth individuals, the firm is turning its expertise to deliver the benefit of these strategies to all eligible investors. It is led by Arturo M. Rodriguez, CFA, its founder, Chief Executive and Investment Officer.

 Arturo M. Rodriguez, is Simplexity Investment Management’s founder, Chief Executive and Investment Officer. Prior to founding Simplexity Investment Management in 2013, Arturo was an investment strategist and portfolio manager in Legg Mason Capital Management in Baltimore, Maryland, which he joined in 2004. Prior to that, he was investment strategist with Lehman Brothers in New York, NY, and London, UK, which he joined in 2001. Academically, Arturo earned a BSc in Electrical Engineering, a BSc in Management, and an MEng in Computer Science, all from the Massachusetts Institute of Technology in Cambridge, MA, as well as MSc in Applied Mathematics from the George Washington University in Washington, DC. Arturo has been a CFA Charterholder since 2007.