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Invest Now 2018-04-18T20:18:53+00:00

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Save for Retirement

A global diversified portfolio that reflects our best research.

Active Asset Allocation

$500k Minimum

Managed Accounts

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Focused Factor Exposure

We seek to deliver high conviction value and momentum factor exposures

Focused Factor Investing

No Minimum.

Exchange-Traded Funds

Focused Factors Website

Tax-Efficient Alternatives

We seek to deliver tax-efficient and transparent alternative solutions

Tax-Efficient Solutions

$1mm minimum

Managed Accounts

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Looking for a particular strategy?

Long-Only

QVAL Index

US systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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IVAL Index

Int'l systematic value strategy

Focused Value Factor

No Minimum

Exchange-Traded-Funds

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QMOM Index

US systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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IMOM Index

Int'l systematic momentum strategy

Focused Momentum Factor

No Minimum

Exchange-Traded-Funds

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Alternatives

VMOT Index

Liquid Alternative

Value Momentum Trend

No Minimum

Exchange-Traded-Funds

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AA L/S Index

Long/Short Alternative

Leveraged VMOT Index

$1mm Minimum

Managed Accounts

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AAA

Equity & 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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