We partner with RIAs on a model licensing basis. If you're evaluating total yield strategies for your SMA program, we'd welcome the conversation.
Whether you're an RIA weighing how buyback yield strategies could fit your practice, or a researcher exploring the total yield framework, we welcome all inquiries.
We are currently in early discussions with a select number of advisory firms. An initial conversation carries no commitment or obligation.
Our strategies are made available under a model licensing agreement. Each quarter, we deliver a rebalancing spreadsheet that RIAs implement directly within their SMA infrastructure — using platforms like Orion or comparable tools.
This is a non-discretionary arrangement: the RIA retains full authority over implementation and maintains the client relationship. We provide the research, the methodology, and the quarterly guidance.
Targets companies with consistent buyback yield across a 5-year window — a total yield counterpart to dividend achievers.
Selects S&P 500 companies by highest combined dividend and buyback yield, built for maximum current income.
Both strategies have outpaced the S&P 500 over 20-year backtested periods.