Our Methodology

Process creates direction

Structured Investing | Consistent Outcomes

Markets Are Complex. Predicting Them Is Unreliable.
Our Approach Is Built On Structure - Not Speculation.

We Focus on Creating Repeatable Processes That Produce Consistent Outcomes Across Changing Environments. The AQI Factor Strategies, At Their Core, Are Systematic And Data-Centric, Designed To Focus On Company Attributes.

The Funnel Process

The Funnel Process

  1. Investable Universe (Defining the Landscape) - We begin with a broad, diversified universe of investable securities. Candidates for the AQI strategies are selected from applicable benchmark indexes, allowing for a diverse portfolio across industry and size.
  2. Identify Economic Regime (Assessing the Environment) - We evaluate economic conditions to understand how different factors behave within the current landscape. Factors can be over/underweighted to better suite the current economic environment. 
  3. Multi-Factor Screen (Applying Factor-Based Screens) - We systematically evaluate securities using: Value | Quality | Momentum
  4. Fundamentals - We build portfolios based on composite scoring, diversification, and risk parameters. Companies are further screened on fundamental characteristics (ROIC, management, volume, etc.)
  5. Model (Constructing & Maintaining the Portfolio) - Portfolios are continuously monitored and rebalanced to maintain structure. The highest scoring stocks enter the model portfolio.

Every quarter, AQI analyzes and ranks thousands of companies based on a multi-factor screening process.

These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.

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Although AQI prioritizes liquid stock strategies, it melds this with bespoke, high-caliber alternative investment management. Alternatives offer an additional pathway to enhance returns. The unique features of private markets can increase overall income, amplify growth, and reduce correlation with public markets.

As a core principle - process creates direction. The outcome is simple: consistency across portfolios, reduceded behavioral bias, and disciplined implementation.

Learn More About Our Strategies

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Schedule A Meeting

If you’re ready to enhance your investment strategies with the support of a seasoned financial professional, let’s review your portfolio, financial trajectory, and objectives to determine if we’re the right fit for your practice.

10465 Park Meadows Drive
Suite 107
Lone Tree, CO 80124

outreach@AQInvest.com

(303) 529-2740

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