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WE HELP TURN
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
TRANSPARENCY
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
Note: AAA is an active strategy that does not have an associated index.
REVIEW OUR STRATEGIES
Long-Only
Quantitative Value
Systematic value strategyFocused Value Factor
Minimum depends on investment vehicle
Managed Accounts and ETFs
Quantitative Momentum
Systematic momentum strategyFocused Momentum Factor
Minimum depends on investment vehicle
Managed Accounts and ETFs
Alternatives
Value Momentum Trend
Long/Short AlternativeThree Factor Exposure
Minimum depends on investment vehicle
Managed Accounts and ETFs
AAA
Managed FuturesAdvanced Alpha Architect
$5mm Minimum
Managed Accounts
Custom Asset Allocation
RAA Index
Tactical Asset AllocationRobust Asset Allocation
Managed Accounts
1042 QRP
Affordable QRP SolutionESOP Rollover Solution
Managed Accounts
Dual Momentum
Tactical Asset AllocationGary Antonacci Licensed Indices
Managed Accounts
Custom Solutions
Tailored for the ClientCustomized Solutions
Managed Accounts
