Custom Solutions are Available (***We Only Service US-Based Accounts***)

We provide quantitative consulting and custom investment solutions

We provide quantitative consulting and custom investment solutions

  • Affordable- Our efficient cost structure and lean culture keep costs down
  • Responsive– Our flat hierarchy allows us to get things done. Fast
  • Entrepreneurial – We are open to new business ideas and ventures

ARE YOU A FINANCIAL PROFESSIONAL LOOKING TO LEARN MORE?

REVIEW OUR INVESTMENT 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

$500k 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