Systematic Investing Strategies Built for Financial Advisors

We passionately reject

Instead, our strategies are built with intentionality, seeking to:

Be highly accessible for financial advisors to use in their practices

Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English

Generate returns while also seeking to preserve capital during prolonged market downtrends

Optimize for behavioral finance by removing human bias during emotionally charged market environments

Diversify broadly across global asset classes or market segments

Manage risk through trend following

Protect against substantial downside losses

Our Strategies

If you'd like to learn more about one of our risk-managed portfolios