VISUALIZING OUR STRATEGY COMPLEX

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

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Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle Managed Accounts and ETFs
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Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle Managed Accounts and ETFs
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Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle Managed Accounts and ETFs
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AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum Managed Accounts
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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts
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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts
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Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts
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