Robust Asset Allocation Index (RAA 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

Factsheet
Methodology
Returns
RAA BALANCED
RAA MODERATE
RAA AGGRESSIVE

Fee Breakdown

Our managed account programs seek to track our Robust Asset Allocation Indexes

*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.

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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

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Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

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Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

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AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

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Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

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1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

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Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

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