Focused Firm + Experienced Team
Singular Focus on Delivering Technology Solutions for nearly 20 years
Team members have a cumulative 90+ years of asset management experience and 60+ years of SMART Rebalancing experience
Technology built and managed by the same technology team.
CIO Magazine – Innovation Awards - “Best Tactical Manager”
Edward D. Baker III Journal Award (IMCA) for “Dynamic Beta – Getting Paid to Manage Risk”