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
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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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