What Are You Trying to Achieve?
Need a 60/40 Alternative?
A global diversified portfolio with trend-followingRobust 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 exposuresFocused Value and Momentum
- Value factor investing
- Momentum factor investing
- High active share
Want Affordable Alpha?
We seek to deliver tax-efficient and transparent alternative solutionsTax-Efficient Solutions
- Value factor investing
- Momentum factor investing
- Trend following
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 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
$500k Minimum
Managed Accounts
1042 QRP
Affordable QRP SolutionESOP Rollover Solution
$1mm Minimum
Managed Accounts
Dual Momentum
Tactical Asset Allocationvia Gary Antonacci
$1,000,000 Minimum
Managed Accounts
Custom Solutions
Tailored for the ClientCustomized Solutions
$5mm Minimum
Managed Accounts