We offer a custom blend of the 45+ quantitative models we follow for each client. Since each client has different needs and preferences, we can develop a customized approach that best fits each individual situation. For investors looking to limit the risk of following individual factors, we can combine uncorrelated factors to provide a smoother return over time. For clients looking for exposure to a specific factor like value or momentum, we can develop a combination of individual models that diversify exposure within the factor and limit the risk associated with a single approach. We can build concentrated portfolios for clients who seek aggressive factor exposure and more diversified models for those looking to minimize tracking error. We can also offer customized solutions for other portfolio construction considerations like sector limitations and position weighting.
For clients who do not require a custom solution, we offer a group of core models that combine diversified groups of our factor models together. Our five core portfolios (Consensus, Select Blend, Top Gurus, Dividend Value and International) are appropriate for investors with above average risk tolerance and a long term time horizon. The Core portfolios are all managed with an intelligent tax management system, which seeks to maximize long term gains and tax efficiency. All portfolios are rebalanced on a 28 day cycle, which ensures disciplined and consistent active portfolio management and strategy adherence.
Our Direct Indexing products allow investors to track the returns of popular market indexes in a more tax efficient manner than traditional fund-based approaches. Clients can specify the index they would like to track and we will build a portfolio using the individual stocks in that index. Direct Indexing allows investors to closely track the performance of an index, while gaining the advantages of tax loss harvesting over time. It also allows for personalized customization of the index using factors like ESG or individual security exclusion.