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managedfutures 2017-08-21T11:18:07+00:00

Advanced Alpha Architect

Seek to provide a tax-efficient, tail-risk hedged, absolute return for family offices and HNW individuals.

  • Multi-Strategy Exposure – The strategy focuses on global equity and managed futures

  • Tail Risk Focused – The strategy seeks to balance tail risks

  • Excess Return Focused – The Index seeks higher returns and volatility than the general market

Investments are only available for Qualified Eligible Persons and Qualified Purchasers.

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Our Process

For illustration purposes only

Long-Term Managed Futures

Seek to provide exposure to systematic long-term trend-following managed futures

  • Trend-Following Exposure – The strategy focuses on long-term trends across commodities, fixed income, and equity futures

  • Tail Risk Focused – The strategy seeks to achieve crisis alpha

  • Excess Return Focused – The Index seeks higher returns and volatility than the general market

Investments are only available for Qualified Eligible Persons and Qualified Purchasers.

Contact Us

Our Process

For illustration purposes only

Trend-Following

Downside Protection

Trend-following seeks to minimize large losses.

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Crisis Alpha

Carry and Trend

We seek to deliver an insurance-like risk/reward profile

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Transparency

No Black Boxes

The typical CTA/CPO is an overpriced blackbox. Not us.

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Affordable Alpha

Differentiated risk/return

Differentiated risk/return, delivered with transparency

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Interested in Learning More?

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Implementation Options

Managed Accounts

Please feel free to reach out if you have questions on implementing our strategies.

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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LTMF

Managed Futures

Long-Term Trend-Following

$1mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

$100k Minimum

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

$1mm Minimum

Managed Accounts

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Custom Solutions

Tailored for the Client

We Deliver Custom Solutions

$5mm Minimum

Managed Accounts

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Ready to become a better investor?

We want you to be better. Let us help.

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