Your Investments. Our Experience.
Time Tested Solutions for Every Factor

We offer index and ETF strategies, provide support for growth, and tools to help investors, advisors, and institutions meet their goals and objectives. Discover how we can help you.

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Low Cost Investment Solutions

Perspective: Who’s In The Market’s Driver’s Seat?

Free On-Demand Webinar featuring Vince Lowry and Justin Lowry

In this webinar, we examine the drivers of recent market volatility and what history has taught us. We also look forward into 2019 and examine what investors should expect and where to look for opportunities. Global Beta believes it is important that investors educate themselves on the rotation of the market and not allow emotion to play a factor with their money.

Portfolio Model Strategies Built on Academics
and Powered by 30 Years of Combined Knowledge

Using our years of experience, extensive academic research, and industry knowledge our team has developed seven different index strategies designed to drive returns for your portfolio.

Global Beta Value/Quality Index

This strategy takes the 100 securities with price-to-sales ratios that fall into the lowest quintile in the S&P 500.

Global Beta Small-Mid Index

This strategy takes the 100 securities with 12-month trailing revenue growth rates that rank in the highest quintile in the S&P 600.

Global Beta Growth/Momentum Index

This strategy takes the 100 securities with Sharpe Ratios (i.e.: risk-adjusted return) that rank in the highest quintile in the S&P 500.

All Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, the Global Beta Low Beta index, and the Global Beta Small-Mid index tactically.

Global Beta Low Beta Index

This strategy takes the 100 securities with betas that rank in the lowest quintile in the S&P 500.

Global Beta Large Cap Multi-Factor Strategy

This strategy rotates the Global Beta Value/Quality index, the Global Beta Growth/Momentum index, and the Global Beta Low Beta index tactically.

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Free eBook:
Science behind Factor Based Investing

A factor-based investing framework integrates factor exposure decisions into the portfolio construction process. The framework involves identifying factors and determining an appropriate allocation to the identified factors. But what are factors? Download our free eBook to learn the science behind factor based investing.

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Insights: Educational Articles, Commentary and Perspectives

Asset class investing has long been accepted as the key to building portfolios that allow investors to meet their long term investment goals. We believe by diversifying investments between a wide range of asset classes such as large U.S. stocks, emerging market stocks, bonds, real estate, and more, investors can capture returns in a variety of different market conditions,

Factor investing uses a set of easily definable characteristics to produce a universe of stocks that meet certain criteria. For instance, the value factor looks at metrics like P/E ratio to find stocks that are priced below that of their peers. This makes factor investing more specific than asset class investing, where all stocks get lumped into a few pre-defined

Factor investing is a strategy that chooses securities on attributes that are associated with higher returns. From a theoretical standpoint, Factor Investing is designed to enhance diversification, generate above-market returns and manage risk. Learn more about Factor Investing by watching our video here.