ACPI

Beyond the Sales Pitch: Engineering Factor Funds for Your Success


ACPI

Beyond the Sales Pitch: Engineering Factor Funds for Your Success

Many advisors simply resell existing factor funds. We’re different. We have a deep understanding of factor investing and extensive experience applying these strategies for Canadian investors alongside renowned firms like Dimensional, Alpha Architect, and AQR.

Our expertise goes beyond mere investment. We’ve actively participated in creating sophisticated factor-based ETFs, leveraging cutting-edge research and advanced algorithms. This hands-on experience gives us valuable insight into how to optimize factors for portfolio success.

We champion a multi-factor approach carefully tailored to each client’s needs and financial goals. Instead of one-size-fits-all solutions, we meticulously analyze your risk tolerance and objectives to construct a personalized portfolio that aligns with your specific requirements.

Ready to move beyond a simple factor fund salesperson? Partner with us and leverage our deep expertise and hands-on experience to build a factor-based portfolio designed to align with your goals.