AN ASSET MANAGER BUILT TO EDUCATE

Our Story & Mission

Are you a Financial Professional Looking to Learn More?

How to Use Our Strategies

WE HELP TURN

ACADEMIC INSIGHTS INTO INVESTMENT PERFORMANCE

Quantitative Value

Value investing with an algorithm

DIY Financial Advisor

Endowment investing made simple

Quantitative Momentum

Momentum investing with an algorithm

OUR CORE BELIEFS REINFORCE OUR MISSION

EMPOWER INVESTORS THROUGH EDUCATION

TRANSPARENT

We want investors to understand our approach

SYSTEMATIC

We use systems to minimize human error and bias

EVIDENCE-BASED

We seek to find intellectual truth via rigorous research

AFFORDABLE ALPHA

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

VISUALIZING OUR STRATEGY COMPLEX

aa complex

Note: AAA is an active strategy that does not have an associated index.

Review Our Strategies

Get Our Investment Kit

Looking for our ETF Site?

Want to Learn More About Our Factor Investing Philosophy?

Our Factor Philosophy

REVIEW OUR STRATEGIES

Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

WE ARE A NATIONALLY RECOGNIZED

ASSET MANAGEMENT INNOVATOR

Are you ready to become a better investor?

Let us help.