We Help Turn Academic Insights Into Investment Performance

We are Passionate about Quantitative Research and  Factor Investing

Quantitative Value

Value investing with an algorithm

DIY Financial Advisor

Endowment investing made simple

Quantitative Momentum

Momentum investing with an algorithm

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 intellectual 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-following

Robust Asset Allocation

  • Global diversification
  • Value and momentum equity
  • Trend-following
Learn More

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
Learn More

Are you ready to become a better investor?

Let us help.