What’s right for you?
alpha vs. beta
We offer two distinct investing styles — Alpha and Beta. Alpha uses mathematical formulas to rank each investment in order to recommend what to buy, how long to hold it, and when to replace it. Beta uses a different set of mathematical formulas to assign a score based on volatility, utilizing that information to adjust the portfolio accordingly.
TACTICAL INVESTMENT SOLUTION
Alpha models are our tactical investment management solution focused on maximizing total return within an acceptable risk tolerance. Inside the portfolio, a range of risk-appropriate assets compete to earn a spot in the model’s allocation.
HOW OUR TECHNOLOGY MEASURES PRICE
Each asset receives a mathematical score based on its price performance. If an investment is performing better, the Alpha model is responsive and will recommend a change. If no investment looks appealing, cash is always an option.
Every night our technology takes precise measurements of the universe of investments. Each price is examined using 7 finely tuned mathematical formulas. Each formula is combined to create a composite score for every investment and recommends what to buy, how long to hold it, and when to replace it.
STRATEGIC INVESTMENT SOLUTION
Beta models are our strategic investment management solution focused on targeting a designated level of market risk. Within the portfolio, each investment is given a volatility score based on its price performance.
Taking this into account, the Beta technology sets allocations for each investment so that the portfolio meets a target risk. Periodically, the technology will adjust allocations to maintain that risk tolerance as market environments change.
BETA MODELS ARE IDEAL FOR:
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