Enhanced Dynamic®

Our fully invested quantitative methodology allocates more assets to outperforming domestic equity styles and capitalization sizes, and fewer to underperforming ones.

  • Increase absolute and relative returns

  • Improve risk-adjusted equity returns

  • Improve on static and statically re-allocated portfolios

  • Strengthen fiduciary oversight

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All services
All services
Investment Management Consulting

Investment Management Consulting

Institutional Investment Management Consulting

Chicago institutions, family offices, and investment committees need a clear, disciplined process for building and monitoring... Learn more

From $6,500.00
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Domestic Equity Strategy for Institutional Investors

Style and market-cap leadership shifts over time, and static allocations often miss those changes. Our Enhanced Dynamic metho... Learn more

$3,500.00
Investment Management Advisory

Investors want advice that is independent, proactive, and grounded in evidence. We work with institutions, consultants, and h... Learn more

From $3,000.00
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Fiduciary Services

Serving as a fiduciary carries real responsibility, and good governance depends on sound process and documentation. We help p... Learn more

From $3,900.00
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Customized Investment Fund and Hedge Fund Offering

For qualified investors seeking a defensive, income-oriented allocation, our fund strategy is built to complement cash and in... Learn more

From $8,000.00
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Proactive Actively Managed Domestic Equity Advisory

Most active equity portfolios rely on one manager's view of one style. Our approach combines a quantitative allocation proces... Learn more

From $1,800.00
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Quantitative Investment Management Models

Consistent decisions come from a repeatable process, and quantitative models provide it. We build and apply rules-based model... Learn more

From $8,000.00
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Enhanced Dynamic®

  • Income focus and stable value

  • Defensive, non-levered structure

  • Fully invested, no market timing

  • Low fee versus most hedge funds

Typical Fund-of-Funds

  • Growth oriented, alpha seeking

  • Aggressive allocation and trading

  • Concentrated, high turnover

  • Higher volatility over a cycle