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1042qrp 2017-12-11T07:19:45+00:00

The strategy seeks to defer taxes, achieve diversification, and minimize fees

  • Maximize Tax Deferral – Perpetuate 1042 deferral through equity-based QRP

  • Maximize Diversification – 250+ holdings of largest, cap-weighted US equities

  • Minimize Fee Drag – Our fees are simple and affordable

Read our white paper on 1042 QRP solutions for Sellers to ESOPs

Factsheet
Live Performance
QRP Research

Our Process

For illustration purposes only

Tax-Efficient

Maximize Tax-Deferral

Perpetuate 1042 deferral through equity-based QRP

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Diversification

400+ Holdings

Diversification helps to protect wealth

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Affordability

Low All-In Costs

Floating rate note solutions can be very expensive

FRN Discussion

Customizable

Tailored to Your Needs

Risk management and purchase price financing options available

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Interested in Learning More?

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Implementation Options

Managed Accounts

Please feel free to reach out if you have questions on implementing our strategies.

Looking for a particular strategy?

Long-Only

QVAL Index

US systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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IVAL Index

Int'l systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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QMOM Index

US systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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IMOM Index

Int'l systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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Alternatives

VMOT Index

Liquid Alternative

Value Momentum Trend

No Minimum

Exchange-Traded-Funds

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AA L/S Index

Long/Short Alternative

Leveraged VMOT Index

$1mm Minimum

Managed Accounts

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AAA

Equity & Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

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LTMF

Managed Futures

Long-Term Trend-Following

$1mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

$100k Minimum

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

$1mm Minimum

Managed Accounts

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Custom Solutions

Tailored for the Client

We Deliver Custom Solutions

$5mm Minimum

Managed Accounts

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Ready to become a better investor?

We want you to be better. Let us help.

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