MSR Advisors — Independent

Real problems.
Systematic tools.

MSR Advisors builds rigorous, repeatable systems for hard problems — in markets, in operations, and wherever disciplined process beats intuition.

Our Tools About
Built from real problems.
Proven in practice.

Each started as an internal framework. It ships when the process is sound enough to stand on its own.

Financial Markets
KALMAN
Private Beta
Signal intelligence for self-directed investors

A 12-factor conviction model that surfaces systematic BUY, SELL, and HOLD signals with entry timing guidance and position tracking. Know what the market is telling you — every day, without the guesswork.

Operations
CaseFlow
Automated scheduling for surgical centers

Generates compliant nurse assignments from daily case load in under five minutes — replacing a 45-minute manual process. Doctor-aware, FTE-capped, and built around how charge nurses actually think about coverage.

The same three principles
show up in every tool.

Whether the domain is financial markets or surgical scheduling, the approach is identical.

🎯
Evidence-Driven
Every signal, score, and output traces back to a specific, testable condition. No black boxes. No opinions dressed up as analysis.
🔁
Repeatable by Design
The goal of every tool is to take a sound mental model and make it executable — without relying on memory, mood, or manual effort each time.
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Internally Validated
Every tool is used in production before it's offered to anyone else. The process comes first — the software is how we scale it.
Inventor. Innovation leader.
Solo builder.

At Ford's Research & Innovation Center, Mark co-created SYNC AppLink, pioneered the first OEM/streaming music integration with Pandora, and holds 34 granted U.S. patents across mobile, connected health, and navigation. That research-to-product discipline carried through senior roles at Arbor Networks, TD Ameritrade, Autodesk, and Charles Schwab.

Today, through MSR Advisors, he builds production AI systems as a solo operator — using agentic development workflows to design and ship tools that reflect how practitioners actually work. KALMAN and CaseFlow are the current outputs of that process.

Let's work together

For advisory inquiries, tool access, or innovation leadership engagements, reach out directly.

info@msradvisors.com

Also available for senior innovation leadership engagements — advisory, fractional, or full-time.