Looking to bring a total yield strategy to your advisory practice? Let's connect.
Whether you're an RIA considering how buyback yield strategies might enhance your practice, or a researcher interested in the total yield framework, we welcome your inquiry.
We are currently in early conversations with a select number of advisory firms. There is no commitment or obligation in an initial discussion.
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 complete control over implementation and preserves the client relationship. We supply the research, the methodology, and the quarterly guidance.
Identifies S&P 500 companies with the highest total shareholder yield (dividend yield plus buyback yield). 115 holdings.
Targets S&P 500 companies with reliable, above-average total shareholder yield (dividend yield plus buyback yield). 167 holdings.