Build with conviction.

Alpha Architect For Advisors

Your Alpha Architect services.

Research-backed, systematic strategies built to emphasize value and momentum factors or potentially diversify portfolio risk

Robust model portfolios that incorporate global value and momentum factors alongside low-cost index strategies

Security-level insights on over 15,000 securities with over 40 advanced data points to elevate client and prospect conversations

Solutions for advisors who build.

THE NEED

Focused Value Factor ETFs
Uses a systematic, rules-based approach to buy the ~50 cheapest, highest quality stocks in US and Developed Markets.

Focused Momentum Factor ETFs
Uses a systematic, rules-based approach to buy the ~50 highest momentum stocks in the US and Developed Markets.

Systematic Diversifiers
Uses a systematic, rules-based approach to source potentially uncorrelated returns from traditional and alternative asset classes.

OUR SOLUTION

We believe our systematic approach may generate more consistent results, regardless of market conditions.

OUR SOLUTION

Models use low-cost passive strategies alongside systematic ETFs for a balanced approach

THE NEED

Globally Diversified
Invests in US stocks and bonds, developed and emerging market stocks, and alternatives

Systematic and Factor-based
Balances concentrated value and momentum with passive strategies

Fully Customizable
Use our model as a starting point to build your own or contact us today for a consultation.

THE NEED

Create visually compelling client-facing content
Turn detailed analysis into visually rich client-facing content.

Uncover opportunities in prospect and client portfolios
Show prospects the difference between a truly active strategy and a “closet index” strategy.

Build and analyze custom portfolios
Measure characteristics and factor tilts for customized portfolios.

OUR SOLUTION

Portfolio Architect offers unparalleled insight into client and prospect portfolios

Let’s work together.

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