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
Fee Breakdown – Our fees are transparent (see table below)
Read our white paper on the Robust Asset Allocation Index
Our downside protection models may not work in all situations and could fail to achieve their objectives.
Robust Asset Allocation Managed Account Fee Breakdown
Our managed account programs seek to track our Robust Asset Allocation Indexes
|2||Affiliated Product Fee||0.32||0.47||0.63|
|3||Unaffiliated Product Fee||0.17||0.10||0.05|
*The Advisory Fee is negotiable for accounts above $2mm.
**Underlying ETF fees are approximate. Advisor reserves the right to change/allocate portfolios to varying ETFs depending upon market conditions and client objectives. Advisor reserves the right to allocate portfolios to ETF funds that are managed by affiliated partners of Alpha Architect, LLC.