We work with RIAs on a model licensing basis. If you're exploring total yield strategies for your SMA program, we'd welcome the conversation.
Whether you're an RIA curious about how buyback yield strategies could fit your practice, or a researcher interested in the total yield framework, we welcome inquiries.
We are currently in early conversations with a select number of advisory firms. There is no commitment or obligation involved 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 tools like Orion or comparable platforms.
This is a non-discretionary model: the RIA retains full control over implementation and maintains the client relationship. We provide the research, the methodology, and the quarterly guidance.
Screens for companies with consistent buyback yield over a 5-year window — a total yield analog to dividend achievers. ~125 holdings.
Selects S&P 500 companies by highest combined dividend and buyback yield, optimized for current income. ~110 holdings.
Both strategies have outperformed the S&P 500 over 20-year backtested periods.