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Invest Now2018-07-26T09:38:42+00:00

Ready to Invest?

Need a 60/40 Alternative?

A global diversified portfolio with trend-following

Robust Asset Allocation

  • Global diversification
  • Value and momentum equity
  • Trend-following
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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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Visualizing our strategy complex

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

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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

$500k Minimum

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

$1mm Minimum

Managed Accounts

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Dual Momentum

Tactical Asset Allocation

via Gary Antonacci

$1,000,000 Minimum

Managed Accounts

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Custom Solutions

Tailored for the Client

Customized Solutions

$5mm Minimum

Managed Accounts

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