Meticulously Crafted to Beat (or hedge) the Market
Whether you want to spend more time gathering assets…or you are unhappy with your current 3rd Party SMAs, we offer robust rules-based investment models FOR INVESTMENT PROFESSIONALS ONLY.
We’ve categorized our investment models to make it easier for you to research your favorites. Click on your choice below to learn more about each model and to download a model fact-card with more salient information.
*Alternative models may combine ETFs with individual equities.