1042 Qualified Replacement Property (1042 QRP)

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

  • Collaborative –We work with other advisors to help your clients succeed.

  • Innovative – Read our white paper on 1042 QRP solutions

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Implementation Options

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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

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