MANAGED ACCOUNT STRATEGIES

Review Our High-Net-Worth Strategies

FOCUSED FACTOR EXPOSURES

Tax-Efficient, High Conviction
Global Value and Momentum

TAX-EFFICIENT ALTERNATIVES

Tax-Efficient, Affordable
Alternative "Hedge Fund" Exposures


CUSTOM ASSET ALLOCATION

Custom Asset Allocation Solutions
Designed For Unique Situations

Index Mission Seek to provide a concentrated value factor exposure based on our Quantitative Value philosophy.
Index Process The index seeks to buy the cheapest, hiqhest quality value stocks: Factsheet and education materials.
Index Performance Simulated Quantitative Value index returns (monthly returns).
Live Performance Contact Us or visit our ETF site for details.
Advisory Fees Visit our ETF site for details.
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