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About 2018-05-14T18:08:41+00:00

We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • Employee-Owned

  • $1B+ Firm AUM (As of 5/11/2018)

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Our Story

Our Team

Management and Operations Team

Wes Gray, PhD

CEO

Jack Vogel, PhD

CIO/CFO

Pat Cleary

CCO/COO

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

Explaining the Demand for Higher Beta Stocks

May 17th, 2018|Comments Off on Explaining the Demand for Higher Beta Stocks

The Capital Asset Pricing Model (CAPM) indicates returns should go up linearly as beta increases (in other words, risk and return are positively [...]

 5 Cutting Edge Investment Research Articles

May 15th, 2018|Comments Off on  5 Cutting Edge Investment Research Articles

This year’s annual financial research “geekfest,” officially known as the American Finance Association Annual Meeting, assembles the world’s top-tier academic researchers to discuss [...]

Market Volatility? Hang On and Enjoy the Ride

May 4th, 2018|Comments Off on Market Volatility? Hang On and Enjoy the Ride

As you are no doubt experiencing, stock market volatility has spiked this year with the S&P 500 dropping or rising 2% or more [...]

Welcome Aboard our Newest Teammate: Emeka Oguh!

May 2nd, 2018|Comments Off on Welcome Aboard our Newest Teammate: Emeka Oguh!

We wanted to formally introduce our newest independent Trustee to the Alpha Architect team, Emeka Oguh (pronounced Uh-meh-kah)! Emeka (Chukwuemeka) is a native of [...]

DIY Asset Allocation Weights: May 2018

May 1st, 2018|Comments Off on DIY Asset Allocation Weights: May 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 [...]

Hiking Mountains, Gladly, To Honor The Fallen

October 3rd, 2017|Comments Off on Hiking Mountains, Gladly, To Honor The Fallen

Landon Thomas Jr. recently wrote an article in the New York Times regarding our participation in the recent March for the Fallen Event. Landon's [...]