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Invest Now2018-12-07T07:50:56+00:00

What Are You Trying to Achieve?

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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Get Our Investment Kit
Looking for our ETF Site?

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

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

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Dual Momentum

Tactical Asset Allocation

via Gary Antonacci

Managed Accounts

Learn More

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

Learn More
Get Our Investment Kit

Are you ready to become a better investor?

Let us help.

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