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Want a Quick Intro to Our Firm? Watch the Video

Our Story

We are Passionate about Quantitative Research and  Factor Investing

Quantitative Value

Value investing with an algorithm

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DIY Financial Advisor

Endowment investing made simple

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Quantitative Momentum

Momentum investing with an algorithm

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Our Core Beliefs

Our core beliefs reinforce our mission: empower investors through education.



We want investors to understand our approach.

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We use systems to minimize human error and bias

Beat Bias



We seek to find the truth via rigorous research.

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Affordable Alpha

Affordable Alpha

We seek to deliver high after-tax after-fee returns.

Value Prop.

We are Nationally Recognized for our Innovations in Asset Management

Ready to Invest?

Need a 60/40 Alternative?

A global diversified portfolio with trend-following

Robust Asset Allocation

  • Global diversification
  • Value and momentum equity
  • Trend-following
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Tired of Closet Indexing?

We seek to deliver high active share value and momentum factor exposures

Focused Value and Momentum

  • Value factor investing
  • Momentum factor investing
  • High active share
Focused Factors Website

Want Affordable Alpha?

We seek to deliver tax-efficient and transparent alternative solutions

Tax-Efficient Solutions

  • Value factor investing
  • Momentum factor investing
  • Trend following
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Get Our Investment Kit
Want More? Click Here for Our Full List of Strategies

Are you ready to become a better investor?

Let us help.

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