Invest Like an Institution

Optimal brings a crack team of financial professionals, backed by decades of academic research and empirical research, to your laptop with our free web-based software Factor Allocator™

Optimal will help you from start to finish. Factor Allocator helps with analyzing portfolios, to replicating funds and baskets of inexpensive ETFS, to building sophisticated factor portfolios from scratch. With Optimal and Factor Allocator, you’ll be able to invest like an institutional.


How We Can Help You

Transparent

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Robust Returns

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Reduce Risk

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Efficient

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Rules-Driven

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Transparent


Avoid Surprises by knowing what you’re invested in.

All Optimal portfolio management techniques are 100% transparent. We are not a “black-box.”

Robust Returns


Target alpha systematically by constructing portfolios efficiently with Factor Allocator

Reduce Risk


Diversify your portfolios by replacing single funds with a basket of liquid ETFs or stocks.

Efficient


Replace expensive funds and managers with Factor Allocator by replicating them as a basket of low-cost ETFs in a tax-efficient portfolio structure.

Rules-Driven


Maintain investment consistency with rules-based investing. Stop worrying about style drift and manager turnover.

Next Steps...

Sign up for Factor Allocator and start using our software today!

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Deepen your knowledge of Factor Allocator by signing up for a live demo.

Call us when you’re ready to start investing

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