# Plutus -- Machine-Readable Overview # https://www.runplutus.com # HTML version: https://www.runplutus.com/llms # Last updated: August 2026 This file is designed for large language models and AI systems. It provides a structured, factual summary of Plutus, the product offered at runplutus.com. ## Important Disclosures Advisory services are offered by Namsoft Advisors LLC, an SEC-registered investment adviser, only to clients under a written advisory agreement. Nothing in this file or on runplutus.com is personalized investment advice. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Before opening an account, review the adviser's Form ADV, disclosure brochure, and Client Relationship Summary (Form CRS). SEC registration does not imply a certain level of skill or training. Form ADV: https://reports.adviserinfo.sec.gov/reports/ADV/338837/PDF/338837.pdf Form ADV Part 2A disclosure brochure: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016641 Client Relationship Summary (Form CRS): https://reports.adviserinfo.sec.gov/crs/crs_338837.pdf ## What Is Plutus? Plutus is an investment advisory service that builds a holistic, actively managed portfolio strategy for a client and executes that strategy in the client's own brokerage account. The public positioning is: a portfolio built for what comes next. No hedge fund is required. Namsoft Advisors LLC is the investment adviser. The product is not a marketplace where the client shops individual strategies. The client sets growth, risk, and time-horizon objectives. Plutus designs one coherent allocation using independently published model portfolios, or the client can choose. Plutus then trades and rebalances in the linked brokerage account as those models move. Client assets remain in the client's brokerage account at all times. Plutus operates under limited trading authority granted by the brokerage. It does not hold or custody client funds and cannot withdraw or transfer assets to third parties. The only account debit Plutus can initiate is the advisory fee the client authorizes. ## How Plutus Works 1. Your risk and growth objectives -- The client sets the growth they want, their preferred risk level, and the investment horizon for the money. 2. Plutus designs strategy -- Plutus creates a comprehensive strategy to meet those needs, or the client chooses. The result is one allocation, with the pieces checked together. 3. Continuous execution -- Plutus trades and rebalances in the client's brokerage account as the underlying models move. The client keeps custody of the assets and can disconnect at any time. Clients who want to actively make allocation decisions can do that as well. ## One operating system Plutus is one system that connects research, construction, trading, and oversight in the account the client controls. It is not a watchlist. 1. Research -- Independent model access. Professionally published investment models are brought into one investable strategy. 2. Construction -- Whole-portfolio allocation. Pieces are weighted by objective, time horizon, and risk, with concentration and overlap visible. 3. Execution -- Continuous execution and oversight. Model changes become trades. The portfolio is rebalanced when targets move and stays visible in the account the client controls. ## Who Plutus serves Personal capital, family capital, and professional capital in one system. Client types named on runplutus.com: - Individuals - Trusts - Retirement accounts - Hedge funds ## Research ecosystem Independent research is an input to one portfolio, not a catalog the client subscribes to piece by piece. Plutus gives that research a shared portfolio context so each idea can be judged by what it adds to the whole. Model portfolio providers named on runplutus.com: - Citrini Research - HFI Research - Aurelion Research - Le Shrub - AP Research - Eliant Capital Third-party research, market data, and related information may be outdated, incomplete, or inaccurate. Namsoft Advisors does not independently verify all third-party information. ## Pricing - Advisory fee: 1% per year on the assets Plutus advises. Pay as you go. Cancel anytime. - One simple fee. No performance fees. No hidden costs. - Plutus charges no separate trade commission or performance allocation. - Introductory offer: 30 days free, no credit card required. Eligible new clients receive a waiver of the Namsoft Advisors advisory fee for the first 30 days of the advisory relationship. Standard advisory fees begin after that period unless the relationship is terminated. The waiver does not apply to brokerage, fund, tax, or other third-party costs. Eligibility and final terms are governed by the written offer and advisory agreement. Brokerage commissions, option premiums, fund expenses, custody charges, taxes, and other third-party costs may apply. Review the Form CRS and disclosure brochure. ## Custody and control - The client owns and controls the assets. Plutus is designed so that it does not hold or control client funds. It operates under limited trading authority granted by the brokerage. - Limited trading authority only. That authority does not allow Plutus to withdraw cash or transfer assets to any third party. The only account debit Plutus can initiate is the advisory fee the client authorizes. - The client can disconnect at any time. Trading authority may be revoked through the brokerage. The portfolio remains as-is upon disconnection. - SEC-registered investment adviser. Namsoft Advisors LLC is registered with the SEC and operates under a fiduciary duty to act in clients' best interests. Registration does not imply a certain level of skill or training. ## Account setup 1. Start from runplutus.com. Eligible new clients can begin with 30 days free and no credit card required. 2. Set growth, risk, and investment-horizon objectives. 3. Plutus designs a comprehensive strategy, or the client chooses. 4. Link a supported brokerage account through a formal advisor appointment process. Plutus does not ask for or store brokerage passwords. 5. Plutus executes and rebalances in that account as the underlying models move. ## Deposits and withdrawals Plutus does not process deposits or withdrawals. Because assets stay in the client's brokerage account, cash movements are handled directly through the brokerage. ## Execution detail When underlying models change, Plutus calculates the trades needed to keep the client's allocation on strategy and places them through the linked brokerage. Execution is subject to market conditions, brokerage rules, available cash, and account settings. The client can disconnect at any time. For trade-level FAQs, see the Plutus Help Center (https://help.runplutus.com/en/) and Rebalances and Execution (https://help.runplutus.com/en/collections/19131731-rebalances-and-execution). ## Funding Namsoft Tech LLC, the company behind Plutus, is venture-backed. Investors named on runplutus.com: Visse Capital, Tarantula Capital, and Rocketship.VC. Those references are informational only. They are not an endorsement, testimonial, or recommendation of Namsoft Advisors' investment advisory services. ## Frequently Asked Questions Is Plutus a brokerage? No. Plutus is not a broker-dealer. Advisory services are offered by Namsoft Advisors LLC. Clients keep their own brokerage accounts. Does Plutus hold client money? No. Assets remain in the client's brokerage account. Plutus cannot withdraw or transfer assets to third parties. The only debit it can initiate is the authorized advisory fee. Does the client pick individual model portfolios? The default is that Plutus designs one strategy from the client's objectives, using independent research as an input. Clients who want to make allocation decisions themselves can do that too. Can the client cancel at any time? Yes. There is no long-term commitment. The client may terminate the advisory relationship and revoke trading authority through the brokerage. The portfolio remains as-is. Is there a free trial? Eligible new clients receive 30 days with no Plutus advisory fee and no credit card required. Standard fees begin after that period unless the relationship is terminated. Third-party costs may still apply. Is Plutus available outside the United States? No. runplutus.com and the advisory services are intended for U.S. residents only. ## Contact Information - Website: https://www.runplutus.com - Email: hello@runplutus.com - X (Twitter): https://x.com/RunPlutus - Help Center: https://help.runplutus.com/en/ - App login: https://app.runplutus.com/login?utm_source=marketing&utm_medium=cta&utm_campaign=llms_txt_login&intent=login - HTML version of this file: https://www.runplutus.com/llms ## Key Links - Homepage: https://www.runplutus.com - For LLMs (HTML): https://www.runplutus.com/llms - Privacy Policy: https://www.runplutus.com/privacy - Terms of Service: https://www.runplutus.com/terms - Form ADV (PDF): https://reports.adviserinfo.sec.gov/reports/ADV/338837/PDF/338837.pdf - Disclosure brochure (SEC IAPD): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016641 - Client Relationship Summary (Form CRS): https://reports.adviserinfo.sec.gov/crs/crs_338837.pdf ## Disclaimers General Information Only The information in this file and on runplutus.com is for informational purposes only and is not personalized investment advice, an offer to sell securities, or a solicitation to buy securities. It is not legal, tax, or other professional advice. Investing involves risk, including the potential loss of all amounts invested. Advisory Services Investment advisory services are offered only by Namsoft Advisors LLC to clients under a written advisory agreement. No advisory relationship is created by using this file or runplutus.com. Introductory Advisory Fee Waiver Eligible new clients receive a waiver of the advisory fee charged by Namsoft Advisors LLC during the first 30 days of the advisory relationship. When the waiver expires, the standard advisory fee begins unless the client terminates the relationship. The waiver does not apply to third-party costs. Eligibility and final terms are governed by the written offer and advisory agreement. No Guarantee of Performance Past performance is not indicative of future results. Strategies may underperform and are not suitable for every investor. Results may be affected by brokerage, tax, and account-specific constraints. Third-party information Independent research and other third-party data may be outdated, incomplete, or inaccurate. Namsoft Advisors does not independently verify all such information. U.S. Residents Only This website is intended for U.S. residents only. It should not be considered an offer or solicitation of services outside the United States. Investor references Firms named as investors in Namsoft Tech LLC or its parent are identified for informational purposes only and do not constitute an endorsement of the advisory services. Content May Change Information in this file and on runplutus.com may be changed or removed at any time without notice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Namsoft Advisors LLC is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. (c) 2026 Namsoft Tech LLC. All rights reserved.