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Our Strategies
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Invest NowWesley Gray, PhD2019-01-21T20:53:47+00:00

What Are You Trying to Achieve?

Need a 60/40 Alternative?

A global diversified portfolio with trend-following

Robust Asset Allocation

Global diversification
Value and momentum equity
Trend-following

Tired of Closet Indexing?

We seek to deliver high active share value and momentum factor exposures

Focused Value and Momentum

Value factor investing
Momentum factor investing
High active share

Focused Factors Website

Want Affordable Alpha?

We seek to deliver tax-efficient and transparent alternative solutions

Tax-Efficient Solutions

Value factor investing
Momentum factor investing
Trend following

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Looking for our ETF Site?

Visualizing our strategy complex

strategy outline

Note: AAA is an active strategy that does not have an associated index.

Looking for a particular strategy?

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

$5mm 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

Dual Momentum

Tactical Asset Allocation

via Gary Antonacci

Managed Accounts

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

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Are you ready to become a better investor?

Let us help.

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