AI Strategy Firm · Bluffton, SC
We design AI Portfolios matched to your business, your values, and your pace. Conservative to aggressive. Managed over time. So your AI investment compounds instead of collecting dust.
Clients served
Industries
Years in business
Team sizes served
We assess your current AI position, identify gaps and risks, and show you exactly where your business is leaving value on the table. Walk away with a clear picture of your AI landscape.
Get your assessmentLike hiring an architect before you build. We design the blueprint for a specific AI project: scope, timeline, budget, and exactly what your team's morning looks like when it's done.
Start your designThe white glove experience. We design, build, and deploy a complete AI system custom to your business. You own the code, the data, and the competitive advantage. No templates. No compromises.
Schedule a consultationOur Thesis
Companies all over the world are doing two things:
1) Buying AI tools how a first-time investor buys stocks: no plan, hoping it works.
2) Hiring expensive consultants to produce a fancy plan that never comes to life.
Would you bet your entire business on that?
We treat AI the way a serious firm treats capital. Assess your position, understand your risk tolerance, and design a portfolio that compounds. Diversified, managed, and tailored to how your business actually operates.
You know this story
Ask Yourself These Questions:
Did I solve the problem I wanted to by using a chatbot?
Do I have to "prompt" it to work every time?
Can I walk away and it takes work off my plate without me?
If you're realizing you're not where you want to be. That's okay. We help people everyday just like you build a real strategy for their future.
AI Portfolios
Every investor has a different appetite for risk, a different timeline, and a different definition of enough. The same is true for AI. We don't sell one-size-fits-all. We match the strategy to where you are and where you want to go.
You didn't build this business by being reckless. Everyone's talking about AI. You're smart enough to know most of them don't know what they're talking about. You don't need to be first. You need to be right.
You've already decided AI is part of your future. You just haven't found the right partner. You've tried the tools. You're not starting from zero. You're starting from frustrated. You hire the architect before the contractor.
You don't follow markets. You move them. You're not looking for a tool. You're looking for an unfair advantage. Something proprietary. Something that makes your industry wonder how you're moving at a level they can't reach.
6:47 AM
You Know Why:
Saturday was your best night in three months.
Your account seems light, because a vendor raised their pricing silently.
A new hire will succeed because your best people's knowledge is instantly available on demand.
You close the screen. Pour your coffee. Enjoy your morning.
When you walk into the building you own the business, not the other way around. This is not efficiency, this is reclamaing your sanity and freedom.
It all starts with the right AI strategy in place.
Portfolio Performance
Intelligence
The owner opens their phone at each morning and knows more in 90 seconds than their GM will know by lunch. The system remembers everything. It never quits.
Result: Owner reclaimed 15+ hours per week
Operations
Friday night rush, one screen. No double-bookings. No paper cash tracking. The front desk runs through a single system. Cash reconciles automatically.
Result: Zero booking errors since deployment
Analytics
Every client interaction connected from first click to closing day. The managing partner sees exactly which marketing dollars brought in the buyers who actually closed.
Result: 453 automated tests, full compliance
Multi-Location
The GM opens one screen and compares every location's week without calling four people. What used to take an analyst at every rooftop takes one person and ninety seconds.
Result: 961 automated tests, DPA compliant
How We Work
Every investor starts here. Before you spend a dollar, you need to know where you stand and where you want to be. Are you protecting what you've built? Scaling what's working? Or rewriting the rules entirely? We sit across the table and figure that out together. What does your business look like on its best day?
Some people take the highway. Some take the back roads. Both get to their destination in their own way. Your appetite for speed, your tolerance for change, and your team's readiness all shape the strategy. Conservative, balanced, or aggressive. We match the approach to who you actually are, not who a sales team wishes you were.
This is the question nobody else asks. Not what do you want AI to do. What do you want your life to look like when it's working? What do you want your mornings to be like? Your days? Your quarters? Your years? We build backward from that moment. Everything else is just engineering.
"We felt understood from the beginning. Tailored AI may build AI systems, but honestly what they really build is something that actually fits how you operate."Josh Wendt, Owner, Zero Dark Gaming
Managing Partner
I spent 20 years in hospitality and automotive leadership. The kinds of businesses where "open to close" means your day ends when the last customer leaves, not when you decide it's over.
I was good at it, made good money, but it was coming at a significant cost. Missing my sons growing up. Marriage on autopilot. Health deteriorating. No identity outside the job.
After training at MIT in AI and machine learning, I realized: the people who understand operations don't know how to build AI, and the people who build AI don't understand operations. That gap is where we live.
AI isn't about better emails or better research. It's about giving people something they've never had: true work-life balance.
Common Questions
An AI Portfolio is a strategic collection of AI capabilities designed specifically for your business. Just like a financial portfolio, it's diversified across your operations, matched to your risk tolerance, and managed over time. Instead of buying random AI tools, you get a coordinated strategy that compounds. Tailored AI Group has built AI portfolios for 27 businesses across six industries since 2021.
Foundation portfolios start at $5,000. Custom portfolios range from $10,000 to $25,000. Full builds range from $25,000 to $50,000+. Every engagement starts with a paid assessment so you know exactly what you're investing in before you commit.
No. Every portfolio is designed for business operators, not engineers. Simple interfaces, morning briefings, dashboards, or chat. Full training at deployment. If your team can use a smartphone, they can use what we build.
AI evolves fast. What works today may be outdated in six months. Portfolio management means we come back quarterly to audit your AI, retire what's outdated, add new capabilities, and ensure your strategy stays sharp. Think of it like a financial advisor rebalancing your investments.
Consultants deliver reports. We deliver working systems. Our portfolio approach means you get a strategy AND the execution. Production systems running in real businesses across six industries, not slide decks gathering dust.
Retail Gaming, Real Estate, Automotive Dealerships, Professional Services Firms, Home Services Businesses, and Healthcare Clinics and Specialty Services. Serving Bluffton, Hilton Head, Beaufort, Savannah, Charleston, and businesses nationwide. Client team sizes range from 10 to 250 employees.
100%. You own the unique code, data, infrastructure specific to your operation. No lock-in. No recurring platform fees. No per-seat pricing. You own the asset outright. Management is optional.
You Deserve Freedom
The system handled the rest. One conversation is all it takes to find out what your AI Portfolio could look like.
Build My Portfolio (854) 845-5600