Tag Archives: fintech

Coming Soon: Pythia…

Coroebus is 3!

According to the ancient poet Pausanius, Coroebus of Elis won the first gold medal of the ancient Olympic games in 776 B.C. by defeating his competitors in the stadion race. Taraje chose to name his business Coroebus to help fulfill a childhood dream to become the first male U.S. Olympic Champion in the sport of judo.

The mission of CWM is to inspire entrepreneurs to prepare and execute bespoke strategic plans to achieve specific lifestyle goals in a socially responsible manner. Our guiding principles are specialized knowledge with integrity and devotion.

In ancient Greece, the Pythia were priestesses and oracles who would communicate with Apollo to predict the future. The labrys is an ancient Cretan double axe that was sometimes associated with female divinity. Together they form Pythia, the predictive analytics tool for financial services/management.IMG_1633

Pythia is Coroebus Wealth Managements financial technology application under development which will offer automated investment management and financial planning, as well as a financial literacy curriculum. In the universe of roboadvisors it might be considered a hybrid as it will offer access to human and algorithm managed portfolios.

We have not abandoned our boutique service or multi-family office business model, but are adding on an automated service to touch a greater number of people and provide expert financial advice to underserved communities. Initially an automated account opening and preliminary discovery process will allow users access to our investment advice. The target market for Pythia are generation Y and Z entrepreneurs, aspiring and otherwise.

The release date is to be announced… We will be working with a small group of thought leaders during development. This has been a project of mine for three years now and it is great to see it begin to take form. Stay tuned for invitations for our early release…

Account Minimums are $5000 and $3000 if < 25
Brokerage services offered through Interactive Brokers, LLC. Member NYSE FINRA SIPC and regulated by the SEC.

Happy Independence Day!

As we complete our third year in business, I would like to take this opportunity to thank our clients, family and friends. It has been a difficult road but as we continue to meet the challenges we face daily, the aureate beacon of CWM continues to brighten.

July 23rd marks the third anniversary of our Grand Opening Celebration. The first release of Pythia, our financial management tool will begin testing before months end. Pythia will offer automated investment management and financial planning, as well as an educational element or Temple.

More on Pythia coming 7/23/16!

Enjoy the 4th!

Business Plans…

On May 3, 2013 I was fired from my previous position. When I got dressed that morning I chose my best suit, tie and pocket square, and made sure they coordinated perfectly. It was Friday and I knew my life was going to be different from that day on.

After being escorted out of the office, I walked to the local car dealership and bought a used Honda Civic, which I named Ralph. If I was going to start a business I knew I would need a vehicle. While I waited for the dealer to prepare the paperwork I got on my laptop and booked a flight to L.A., departing the next day.

That evening my long time girlfriend informed me she no longer wanted to be in a relationship, with me… By the time I landed in Los Angeles I had completed 9 pages of my business plan.

If we consider a business plan a living document, it is never truly complete. As the environment changes and we receive new information the strategy and tactics should be adjusted accordingly. Though writing a business plan may seem like a daunting task, it is necessary for business success.

June 3, 2013 I established Coroebus Wealth Management, LLC. July 23, 2013 I held our Grand Opening celebration at the N.J. Historical Society. August 29, 2013 CWM was approved by the state of NJ as a registered investment advisory firm.

February 26, 2016 the U.S. Small Business Administration certified CWM as a participant in the 8(a) Business Development Program. I have begun working on an automated investment management application, or robo-advisor, called Pythia℠  scheduled for pre-release July 23, 2016.

My passion was born of necessity. Where will you find yours?