Our investment suite
Your financial plan is the driving force of our innovative wealth management system. Our in-house investment strategies are the remaining building blocks. The result is a hyper-personalized and dynamic portfolio optimized for the right benchmark—achieving your financial plan.
Smart beta techniques
Optimized for your plan
Quantitative investment process
In order to deliver consistent returns across diverse market regimes, our quantitative investment team combines factor investing and smart beta techniques.
Diversified Premia strategy
Our flagship equity strategy provides exposure to U.S. large cap equity, seeking to combine the benefits of smart beta and factor investing techniques
Focuses on dynamic growth factors such as innovation and momentum, while following the same methodologies as Diversified Premia
Focuses on a set of robust value attributes such as high profitability, high payout, and low volatility, while following the same methodologies as Diversified Premia
Leverages alternative asset classes that are stores of value and represent safe havens during market sell-offs or may become widely accepted stores of value