ABOUT OUR FIRM

We are…

  • SEC-Registered Investment Advisor

  • NFA-Registered CTA and CPO

  • 40-Act Fund Advisor (ETFs)

Our Story
Firm Overview
As of DateETF AUMSMAFirm AUM
10/31/2019400,688,721397,204,362797,893,083

Our Story

Alpha Architect was founded in 2010. The firm started as a consulting firm and was eventually seeded by a multi-billion dollar family office.

The Alpha Architect mission is to empower investors through education in order to develop sustainable investors. We are a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures. More broadly, we seek to deliver “Affordable Alpha,” which means highly differentiated investment strategies at lower costs, thereby giving sophisticated investors a higher chance of winning, net of fees and taxes.

Our core beliefs are as follows: 1) Transparency, 2) Evidence-Based Investing, 3) Systematic Decision Making, and 4) Win-Win client relationships.

We currently offer our services via Exchange-Traded Funds (ETFs), Separately Managed Accounts (SMAs), and pooled vehicles. The firm is based in the suburbs of Philadelphia, PA.

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Our Team

Full-Time Team

Strategic Partners

Wes Gray, PhD

CEO

Jack Vogel, PhD

CIO/CFO

Emeka Oguh

ETF Trustee

Mike Pagano, PhD, CFA®

ETF Trustee

Pat Cleary

CCO/COO

Tao Wang, CFA®

Senior Portfolio Manager

Daniel Dorn, PhD

ETF Trustee

Dave Babulak

Strategic Advisor

Ryan Kirlin

Head of Capital Markets

Kyle Baxter

Director, Portfolio Services

Elisabetta Basilico, PhD/CFA®

Consulting/Content

Tommi Johnsen, PhD

Consulting/Content

Doug Pugliese

Head of 1042 ESOP Solutions

Brandon Koepke

CTO & Portfolio Manager

Art Johnson

SmartBe Index Partner

Perth Tolle

L+L Index Partner