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Our Core Beliefs
Our core beliefs reinforce our mission: empower investors through education.
Transparent
Transparent
We want investors to understand our approach.
Systematic
Systematic
We use systems to minimize human error and bias
Evidence-Based
Evidence-Based
We seek to find the truth via rigorous research.
Affordable Alpha
Affordable Alpha
We seek to deliver high after-tax after-fee returns.
We are Nationally Recognized for our Innovations in Asset Management
Ready to Invest?
Need a 60/40 Alternative?
A global diversified portfolio with trend-followingRobust Asset Allocation
- Global diversification
- Value and momentum equity
- Trend-following
Tired of Closet Indexing?
We seek to deliver high active share value and momentum factor exposuresFocused Value and Momentum
- Value factor investing
- Momentum factor investing
- High active share
Want Affordable Alpha?
We seek to deliver tax-efficient and transparent alternative solutionsTax-Efficient Solutions
- Value factor investing
- Momentum factor investing
- Trend following