Advanced Alpha Architect (AAA)
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 strategy seeks higher returns and volatility than the general market
Due to regulatory rules, additional information on our strategy is only available for Qualified Eligible Persons and Qualified Purchasers. We apologize for the inconvenience.
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Implementation Options
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REVIEW OUR STRATEGIES
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