Retirement Portfolio?
We seek to deliver a diversified downside-protected retirement solutionActive Asset Allocation
$100k Minimum
Managed Accounts
Tired of Closet-Indexing?
We seek to deliver high conviction value and momentum factor exposuresFocused Factor Investing
No Minimum.
Exchange-Traded Funds
Tax-Efficient Alternatives?
We seek to deliver tax-efficient and transparent alternative solutionsTax-Efficient Solutions
$1mm minimum
Managed Accounts
Looking for a particular strategy?
Long-Only
QVAL Index
US systematic value strategyFocused Value Factor
No Minimum
Exchange-Traded-Funds
IVAL Index
Int'l systematic value strategyFocused Value Factor
No Minimum
Exchange-Traded-Funds
QMOM Index
US systematic momentum strategyFocused Momentum Factor
No Minimum
Exchange-Traded-Funds
IMOM Index
Int'l systematic momentum strategyFocused Momentum Factor
No Minimum
Exchange-Traded-Funds
Alternatives
VMOT Index
Liquid AlternativeValue Momentum Trend
No Minimum
Exchange-Traded-Funds
AA L/S Index
Long/Short AlternativeLeveraged VMOT Index
$1mm Minimum
Managed Accounts
AAA
Equity & Managed FuturesAdvanced Alpha Architect
$5mm Minimum
Managed Accounts
LTMF
Managed FuturesLong-Term Trend-Following
$1mm Minimum
Managed Accounts
Custom Asset Allocation
RAA Index
Tactical Asset AllocationRobust Asset Allocation
$100k Minimum
Managed Accounts
1042 QRP
Affordable QRP SolutionESOP Rollover Solution
$1mm Minimum
Managed Accounts
Custom Solutions
Tailored for the ClientWe Deliver Custom Solutions
$5mm Minimum
Managed Accounts