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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