HIGH-NET-WORTH STRATEGIES

Review Our High-Net-Worth Strategies

TAX-EFFICIENT ACTIVE EQUITY

High Conviction Value and Momentum Equity Exposures

TAX-EFFICIENT ALTERNATIVES

Affordable Low-Correlation Alternative Hedge Fund Exposures


CUSTOM ASSET ALLOCATION

Custom Asset Allocation Solutions for Unique Situations

Mission Provide a tax-efficient concentrated value factor exposure based on our Quantitative Value philosophy
Process We seek to buy the cheapest, hiqhest quality value stocks
Index Performance Domestic Quantitative Value and International Quantitative Value
Live Performance Contact Us for more details
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