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”