The Mission: Empower Investors Through Education

We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • Employee-Owned

  • Win-Win Focused

Click images to enlarge.

Our Mission Resonates with Investors

Our Story
Firm Overview

Our Team

Management and Operations Team

Wes Gray, PhD


Jack Vogel, PhD


Pat Cleary


Tao Wang, CFA®

Senior Portfolio Manager

Dave Babulak

Strategic Advisor

Brandon Koepke

CTO & Portfolio Manager

Ryan Kirlin

Head of Capital Markets

Kyle Baxter

Director, Portfolio Services

Larry Dunn, PhD

Director, Portfolio Services

Doug Pugliese

Head of 1042 ESOP Solutions

ETF Independent Trustees

Mike Pagano, PhD, CFA®

ETF Trustee

Daniel Dorn, PhD

ETF Trustee

Emeka Oguh

ETF Trustee

Educational Content Regular Contributors

Elisabetta Basilico, PhD, CFA®

Aaron Brask, PhD

Andrew Miller, CFA®,CFP®

Larry Swedroe

Tommi Johnsen, PhD

Thought Leadership

Turning Academic Insights Into Investment Performance

Trend Following on Steroids

December 7th, 2018|Comments Off on Trend Following on Steroids

Trend following is well-known and the simplest version is as follows: you buy an asset when it has positive momentum (the price goes [...]

DIY Asset Allocation Weights: December 2018

December 3rd, 2018|Comments Off on DIY Asset Allocation Weights: December 2018

Do-It-Yourself tactical asset allocation weights for the Robust Asset Allocation Index are posted here.[ref] Create a free account here if you want to access the site [...]

References   [ + ]

Yes No
This website uses cookies and third party services. Settings Ok


We use “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site. Some of our business partners may use cookies on our site (for example, advertisers). However, we have no access to or control over these cookies.

Embedded Content

Articles on this Site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.