Enduring Strategies. Quantitatively Applied. Built to Your Specifications.

A Custom Model For Every Investor

Systematic Equity Models

  • Enhance Long-Term Returns
  • Based on proven academic research
  • Value, momentum, quality and low volatility models
  • A customized mix of models for each investor
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Custom Multi-Asset Models

  • Manage Risk and Limit Losses
  • Go beyond the 60-40 portfolio
  • Manage risk using proven factor-based approaches
  • Diverse asset classes for different environments
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Direct Indexing

  • Optimize After-Tax Returns
  • Track popular indexes more tax efficiently
  • Customization using ESG and other factors
  • Focus on low fees to enhance long-term returns
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