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 strategyFocused Value Factor
Minimum depends on investment vehicle
Managed Accounts and ETFs
Quantitative Momentum
Systematic momentum strategyFocused Momentum Factor
Minimum depends on investment vehicle
Managed Accounts and ETFs
Alternatives
Value Momentum Trend
Long/Short AlternativeThree Factor Exposure
Minimum depends on investment vehicle
Managed Accounts and ETFs
AAA
Managed FuturesAdvanced Alpha Architect
$5mm Minimum
Managed Accounts
Custom Asset Allocation
RAA Index
Tactical Asset AllocationRobust Asset Allocation
Managed Accounts
1042 QRP
Affordable QRP SolutionESOP Rollover Solution
Managed Accounts
Custom Solutions
Tailored for the ClientCustomized Solutions
Managed Accounts