In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity, as well as to fixed income investments with actual maturity dates. Investments with these types of exposures have historically only been available at much higher cost and/or at much higher investment minimums. Your portfolio may include not only exchange traded funds, but also individual securities (stocks and bonds), even at smaller account sizes.
We’re able to provide a high level of accessibility and inclusiveness (even for “active” or “tactical” approaches) through the efficiency of in-house management, using proprietary formulaic data-driven (algorithmic) investment processes, which enable lower costs and the removal of many of the negative aspects of human emotional decision from the investment process. However, we strive to combine the best aspects of technology with the best aspects of humanity. The creativity and flexibility of human strategy developers and client-facing advisors is a critical part of our process.