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 strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

AAA

Managed Futures

Advanced Alpha Architect

$500k Minimum

Managed Accounts

Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts