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robo 2017-10-24T07:18:20+00:00

Robust Asset Allocation Index

The Index seeks capital appreciation with downside protection.

  • Simple Asset Allocation  – The index focuses on robustness over complexity

  • Evidence-Based Stock Selection – The Index seeks value and momentum characteristics

  • Downside Protection – The Index seeks to minimize the chance of large losses

Read our white paper on the Robust Asset Allocation Index

Index Factsheet
Index Details
Index Returns
RAA BALANCED
RAA MODERATE
RAA AGGRESSIVE

Our Process

Our downside protection models may not work in all situations and could fail to achieve their objectives.

Trend-Following

Downside Protection

Trend-following seeks to minimize large losses.

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Active Equity

Value and Momentum

Seek to capture global value and momentum premiums

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Affordability

Low All-In Costs

We seek to deliver the highest quality at the lowest cost possible.

Fee Breakdown

Low Minimum

$100,000 Minimum

Fintech helps us deliver an affordable solution

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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

Learn More

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?

Let us help.

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