Interested in adding a total yield strategy to your practice? Work with us.
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 S&P 500 companies for high total shareholder yield (dividend yield plus buyback yield). 115 holdings.
Screens S&P 500 companies for durable, above-average total shareholder yield (dividend yield plus buyback yield). 167 holdings.