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Strategy Analysis

WE HELP TURN

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 REINFORCE OUR MISSION

EMPOWER INVESTORS THROUGH EDUCATION

TRANSPARENCY

We want investors to understand our approach

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SYSTEMATIC

We use systems to minimize human error and bias

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EVIDENCE-BASED

We seek to find intellectual truth via rigorous research

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AFFORDABLE ALPHA

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

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VISUALIZING OUR STRATEGY COMPLEX

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

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REVIEW OUR STRATEGIES

Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

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Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

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Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

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AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

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Dual Momentum

Tactical Asset Allocation

Gary Antonacci Licensed Indices

Managed Accounts

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Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

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WE ARE A NATIONALLY RECOGNIZED

ASSET MANAGEMENT INNOVATOR

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