WE EMPOWER INVESTORS THROUGH EDUCATION

WE EMPOWER INVESTORS THROUGH EDUCATION

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Wesley R. Gray, Ph.D.

CEO & Co-CIO, Alpha Architect

After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016).

John (Jack) Vogel, Ph.D.

CFO & Co-CIO, Alpha Architect

Dr. Vogel conducts research in empirical asset pricing and behavioral finance. Dr. Vogel is a co-author of DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth and QUANTITATIVE MOMENTUM: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a Finance instructor at Villanova University. He has a Ph.D. in Finance and an MS in Mathematics from Drexel University. Dr. Vogel graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.

OUR CORE BELIEFS REINFORCE OUR MISSION

TRANSPARENT

We want investors to understand our approach

SYSTEMATIC

We use systems to minimize human error and bias

EVIDENCE-BASED

We seek to find intellectual truth via rigorous research

AFFORDABLE ALPHA

We seek to deliver high after-tax after-fee returns

VISUALIZING OUR STRATEGY COMPLEX

High-conviction Value and Momentum Factors

Note: AAA is an active strategy that does not have an associated index.

Want to Learn More About Our Factor Investing Philosophy?

REVIEW OUR STRATEGIES

Long-Only

Quantitative Value

Systematic value strategy

Focused Value Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Quantitative Momentum

Systematic momentum strategy

Focused Momentum Factor

Minimum depends on investment vehicle

Managed Accounts and ETFs

Alternatives

Value Momentum Trend

Long/Short Alternative

Three Factor Exposure

Minimum depends on investment vehicle

Managed Accounts and ETFs

AAA

Managed Futures

Advanced Alpha Architect

$5mm Minimum

Managed Accounts

Custom Asset Allocation

RAA Index

Tactical Asset Allocation

Robust Asset Allocation

Managed Accounts

1042 QRP

Affordable QRP Solution

ESOP Rollover Solution

Managed Accounts

Custom Solutions

Tailored for the Client

Customized Solutions

Managed Accounts

WE ARE A NATIONALLY RECOGNIZED

ASSET MANAGEMENT INNOVATOR

Are you ready to become a better investor?

Let us help.