This site describes index strategies and research intended for registered investment advisors, asset managers, pension and institutional investors, broker-dealers, trust companies, and other licensed financial firms. Alpha Vee Advisors does not offer services to the retail public.
By continuing you confirm that you are accessing this site in a professional capacity on behalf of a licensed firm.
Nothing on this site is an offer to sell or a solicitation to buy any security. Past performance is not a guarantee of future results.
Alpha Vee Advisors researches, constructs, and maintains rules-based equity indexes for institutions that need a disciplined, repeatable, and fully documented investment process — delivered as models, separately managed accounts, direct indexing mandates, and licensed benchmarks.
Every rule is written down before it is run. Methodology documents, constituent histories, and rebalance logs are available to licensed firms on request.
Discretion is where portfolios drift. Every Alpha Vee strategy is defined by explicit rules that select, weight, and rebalance securities on a fixed schedule — so what a client is told they own is what they own, and why they own it can always be explained.
Selection starts with reported financial data — earnings, cash flow, balance-sheet quality — not price patterns alone. Momentum is measured in fundamentals, then confirmed by the market.
Universe, ranking, sizing, and rebalance dates are fixed in a written methodology. There are no committee overrides and no tactical calls between rebalances.
A macro regime lens drawn from Treasury and TIPS markets governs equity exposure. When the signal deteriorates, the rules reduce risk before a drawdown compounds.
The same four-stage process underlies every index in the family. The differences between strategies are in the universe and the parameters, never in the discipline.
Liquidity, listing, and data-quality screens establish an investable set — U.S. large cap, SMID, small cap, sector ETFs, or international developed markets, depending on the strategy.
Sectors and constituents are scored on the direction and acceleration of reported fundamentals. In the flagship series, the five sectors expected to accelerate are selected — a sector-rotation approach, deliberately not sector-neutral.
Top-ranked securities within the selected sectors form a concentrated, diversified portfolio — 50 stocks in the large-cap flagship — with weighting rules set in the methodology.
The Treasury/TIPS regime lens sets the equity posture. The index is reconstituted on its published schedule, with every change logged and available to subscribers.
Representative strategies from the 35+ Alpha Vee indexes. Full performance, statistics, constituents, and factsheets are published on the Alpha Vee Solutions strategies platform and updated after every rebalance.
| Ticker | Strategy | Universe | Construction | Rebalance | Available as |
|---|---|---|---|---|---|
| AVT5EQTB | Risk Managed Large Cap Top 5 Sector EquitiesFlagship strategy | U.S. large cap | Top 5 sectors, 50 stocks | Quarterly | Model, SMA, DI, license |
| AVT5SMID | Risk Managed SMID Cap Top 5 Sector EquitiesSmall- and mid-cap extension of the flagship process | U.S. small & mid cap | Top 5 sectors | Quarterly | Model, SMA, DI |
| AVT5SMAL | Risk Managed Small Cap Top 5 Sector EquitiesDedicated small-cap sleeve | U.S. small cap | Top 5 sectors | Quarterly | Model, SMA, DI |
| AVT5ETTB | Risk Managed Top 5 Sector ETFSector rotation implemented with ETFs | U.S. sector ETFs | Top 5 sector ETFs | Quarterly | Model, SMA |
| AVINTDYN | International Dynamic EquitiesNon-U.S. developed market exposure | International developed | Fundamental Momentum ranking | Per methodology | Model, SMA, DI |
| AVGRNTSP | Growth EquitiesMonthly reconstitution; monthly commentary published | U.S. equities | Fundamental Momentum ranking | Monthly | Model, SMA, DI |
| AVCHQYLD | Quality Yield EquitiesIncome-oriented, quality-screened | U.S. equities | Quality and yield screens | Per methodology | Model, SMA, DI |
Strategy list is representative, not exhaustive. "DI" denotes availability as a direct indexing mandate. Performance is not shown on this page; it is published with full disclosure on the strategies platform and in strategy factsheets. Selection of strategies shown is based on advisor demand and does not reflect performance ranking.
Alpha Vee strategies are built to be implemented by other licensed firms. Choose the channel that matches your custody, trading, and client-reporting arrangements.
Target weights and rebalance files delivered to your trading desk or model marketplace. Available on many wealth-technology and TAMP platforms; if a strategy is not on your preferred platform, a direct subscription can be arranged.
Strategies implemented as SMAs for advisors, trust companies, and institutional mandates, with holdings-level transparency in the client's own account.
The index is replicated in the client's account, enabling in-kind transitions, tax-aware implementation, and restriction lists — without changing the strategy's rules.
Licenses to use a strategy as the underlying value for structured products, derivatives, or fund vehicles are issued to exchanges, banks, and financial services providers by Alpha Vee Solutions Ltd.
The Alpha Vee Workstation gives licensed firms the screening, backtesting, and portfolio-analytics environment used to build and maintain the indexes.
Alpha Vee Advisors works exclusively with licensed firms and institutional investors. We do not manage assets for, market to, or accept inquiries from the retail public.
A documented, institutional-grade investment process without building an internal research team.
Index families to seed products, sub-advise sleeves, or serve as rules-based benchmarks.
Transparent, auditable equity mandates that fit an investment-policy framework.
Home-office model programs with consistent delivery across advisor teams.
Liquid, fiduciary-appropriate SMA strategies with full holdings transparency.
Methodology papers, implementation guides, and strategy commentary written for professional readers. Documents are provided on request to licensed firms.
An advisor-facing paper on moving client assets into direct-indexed strategies in kind: the transition process, three transition paths, and supported platforms.
Request the paperHow rules-based, liquid separately managed accounts fit the prudent-investor standard, and how they compare with private alternatives on liquidity, transparency, and cost.
Request the paperPerformance attribution, constituent additions and removals, sector allocation, and risk statistics published after each strategy reconstitution.
Subscribe to commentaryRequest methodology documents, the full strategy list, platform availability, or a working session with the research team. Inquiries are accepted from licensed firms only.