Our evidence-based approach and use of modern quantitative algorithm development techniques has allowed us to generate investment algorithms that outperform the market and other investment management solutions with lower fees.
Achieve your goal 7 years earlier with us compared to our top competitor. *
* Data gathered from 10 year backtest performance of TOP MATCH strategy below - US Equities with Loss Protection.
ABOUT OUR STRATEGIES
Investors have a range of investment beliefs and styles. We offer three broad strategy categories to cater to these styles - passive, optimized, and algorithmic.
A passive investment style involves holding assets such as stocks, bonds, and real estate without changing assets or how much of each asset is being held. Passive strategies are good for taxable accounts because they trade infrequently. We offer tax-loss harvesting which allows investors to deduct investment declines from their taxes without sacrificing portfolio performance. We automatically reinvest dividends and account contributions and rebalance portfolios to maintain diversification.
Our optimization portfolios follow a passive investing strategy but periodically change the percentage of assets being held to increase portfolio diversification and maintain a good balance between risk and expected return. Optimized portfolios generally perform better than passive portfolios.
Algorithmic investing strategies enter into and exit out of different assets and can pursue advanced investing tactics in order to minimize risk and maximize return. Algorithmic strategies trade frequently and are more suitable for tax-advantaged accounts. Algorithmic strategies are for investors looking for performance that differs from the overall market, such as very low risk strategies and strategies with higher risk and higher returns.
Our allocation algorithms enable investors to invest in equities with the goal of achieving higher risk-adjusted returns and avoiding large drawdowns. Loss protection can be activated for certain allocation algorithms to reduce downside risk.
Global Multi-Asset (GMA) Portfolios are highly diversified portfolios with holdings in most investable global asset classes, including significant international exposure. Strategic allocation consists of 60% equity exposure.