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 Process
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
*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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Trend-Following
Downside Protection
Trend-following seeks to minimize large losses, but cannot eliminate volatility.
Active Equity
Value and Momentum
Seek to capture global value and momentum premiums
Affordability
Low All-In Costs
We seek to deliver the highest quality at the lowest cost possible.Transparency
Index-based Methodology
Our process is fully transparent.No black boxes here.
