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About2018-10-19T12:53:30+00:00

The Mission: Empower Investors Through Education

We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • Employee-Owned

  • Win-Win Focused

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Our Mission Resonates with Investors

Our Story
Firm Overview

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

Turning Academic Insights Into Investment Performance

DIY Asset Allocation Weights: November 2018

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

Asset Diversification in a Flat World

November 1st, 2018|Comments Off on Asset Diversification in a Flat World

Diversification is a fundamental principle of prudent investing due to its ability to mitigate/minimize risks. In fact, it has been called the only [...]

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