Clarion Intelligence Systems · est. 2026

AI advisory, fractional leadership, and applied education for investment firms and operators.

Clarion advises investment firms and operators putting AI into production across research, portfolio management, and industrial operations.

Service lines

Advisory

Embedded engagements for firms putting AI into production. Architecture, build, and handoff so the client owns and operates the system.

Typical engagement: 8–12 weeks, scoped.
Fractional AI Leadership

Quarterly retainer. A senior AI principal in the room — strategy, vendor selection, technical review, and hiring support.

Minimum commitment: one quarter.
Education

Cohort and self-paced programs for investment teams. Current program: AI-Powered Investment Management on Zo Computer.

Take the course →

Selected engagements

Single-family office
Advisory

In-house investment platform

Designing and building a research, signals, and reporting stack the principal owns end-to-end.

Institutional equity team
Fractional AI Leadership

AI-augmented research workflows

Embedded fractional principal for a portfolio manager — strategy, technical review, and AI workflow design across retrieval and agentic research.

Industrial operator
Advisory

Operations and sourcing

Applying AI to supplier diligence, project cost estimation, and site-level workflows for a North American manufacturer.

Recommendations

“I have been working with Jing closely together for the past three years. He joined MemVerge to lead business development, and based on his performance, was quickly promoted to take on additional responsibilities. Eventually he led all of our go-to-market efforts. Jing is relentless in pursuit of business objectives, quick in absorbing new technologies, and is capable of juggling many balls at the same time. He was able to recruit an excellent team. He has been creative in finding ways to reach new customers. He is loyal, passionate for the cause, and exceptionally dedicated. Any high-tech organization would be lucky to have a leader like Jing!”
Charles Fan · Founder & CEO, MemVerge
“For anyone looking to master AI automation and modern coding practices, Jing is the go-to expert. He stays ahead of the curve, consistently delivering insights that are both innovative and practical.”
Leon Chen, MBA, CFA, PRM · Global Head of Risk Management, Lazard Asset Management
“Jing advised me on building out agentic workflows for securities research to augment my trading. He has substantial AI knowledge, especially when it came to building agents, and architecture patterns, given the specializations some of the agents have. I highly recommend him for any business looking to develop their AI capabilities.”
Casey Fong · Manager, Business Systems, Gap Inc.
“I had a very productive chat with Jing about using AI for investment management purposes. He is amazing at explaining complex ideas in a simple way.”
Chong Shi · Quantitative Hedge Fund Manager, 369c
“Jing's AI Powered Investment Management Course has been a great eye opener on harnessing the power of AI, especially regarding investment portfolios. I've spent several hours with the course learning the methods and abilities of Claude and Claude Code. It was engaging to learn to build, design, and test out the results. The course was straightforward to follow and I definitely recommend it to those starting their AI journey.”
Ian Watt · Senior Analyst, S&P Global
“Jing helped me use Zo Computer for my property management business. He also taught me how to set up AI memory. Without him I would have been lost. He is a great teacher. Very thankful to know him.”
Frankjon Albanese · Owner, Cornerstone Management, LLC

Approach

01
Advisor and builder, not just one.

Every engagement ends with working systems the client owns and can run without me — not a deck and a follow-up call.

02
Practitioner stack.

Zo Computer, Claude Code, CoWork, RAG pipelines, real-time data systems — the same tools I use day to day on my own book.

03
Primary-source first.

Filings, contracts, supplier data, market ticks. Numbers tie back to a source the client can audit.

Zo Computer · Claude Code · CoWork · RAG pipelines · real-time data systems

Programs

Course

AI-Powered Investment Management on Zo Computer

Seven modules for investment professionals who want AI-native research workflows they own and operate. Covers regime tools, SEC filing RAG, multi-service architecture, and controlled agents.

Open resource →
Guide

Zo Computer Memory System — Quick Start Guide

A practical guide for new Zo users to set up persistent memory across conversations using USER.md, MEMORY.md, rules, and daily notes.

Open resource →
Working with new clients selectively

If you’re building or buying AI inside an investment firm, family office, or operating business and want a practitioner in the room — reach out on LinkedIn.

linkedin.com/in/jingxie →