Balanced-Plus Allocation Solution

A total portfolio solution for retirement accounts

We’ve taken the classic 60/40 solution and made it more intelligently adaptive to the risk environment.  Our solution uses a tested, rules-based process to adjust your asset allocations consistent with our recession probability model.

The goal is to grow your portfolio in all environments with less volatility and improved downside protection over a traditional balanced 60/40 benchmark.

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Regardless of your age or account size, this is an ideal peace of mind solution for your retirement savings. Smart yet simple. Low cost. Flexible to your changing goals.

Review our research and understand how the strategy works. We think you will agree it is a sensible solution to help you achieve your retirement plan.

Long/Short Equity Solution

Suitable for discretionary long-term investment capital

We combine our proprietary quantitative framework for determining appropriate market exposure with our discretionary research on individual equities. We maintain a sizeable list of well-researched investment candidates and apply a disciplined and patient approach to allocating capital.

The goal is to provide attractive, uncorrelated returns through all economic environments. 

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For more sophisticated higher-net-worth investors who want to harness the best of our quantitative and fundamental research.

This is an active strategy that may experience some short-term volatility. Available only for taxable, margin approved accounts.

What sets us apart

As an independent researcher, we bring a differentiated approach to developing solutions that can deliver positive results. We only offer solutions where we believe that our proprietary research gives us an edge. 


Our solutions are available to individual investors in a separately managed account format.  In most cases, you can keep your existing account at your trusted custodian. You provide us with a Limited Power of Attorney (LPOA) to implement the strategy in your account. You have 24/7 visibility of your account at all times. You can cancel at any time, without penalties.