ACQM gives independent advisors access to a quantitative, regime-aware investment process across five risk tiers and four strategy categories — so you can serve a wider range of client mandates with the discipline and depth of an in-house CIO team.
All ACQM model portfolios are built on the same quantitative, regime-aware foundation — organized into four distinct categories to serve the different constraints and objectives advisors actually work with.
The flagship multi-asset model portfolios. Systematic, regime-aware allocation built for advisors who want a disciplined primary investment process with adaptive risk management at the center.
The same systematic framework as Core, constructed with a streamlined security set to reduce compliance review burden. Purpose-built for advisors operating under tighter product shelf or due-diligence constraints.
Regime-aware portfolio construction with an explicit after-tax objective. Designed for advisors managing taxable accounts where minimizing realized gains and tax drag is a priority alongside risk management.
Systematic, regime-aware model portfolios built entirely with exchange-traded funds. Compatible with advisors who run passive or index-based philosophies and want a risk management overlay without individual securities.
All four categories are available across five risk tiers — Adventurous Growth, Aggressive Growth, Moderate Growth, Conservative Growth, and Preservation Growth — giving advisors the flexibility to match strategy to client mandate rather than forcing a client into a strategy that doesn’t fit.
Most model portfolios are constructed once and rebalanced periodically — designed for a world where conditions are stable. ACQM models are built on a different premise: that market regimes change materially over time, and a portfolio that ignores those shifts will systematically take on more risk than intended.
These are hedge-fund-inspired strategies designed to capture market upside while actively managing downside risk — enabling advisors to deliver institutional-level investment solutions directly within client accounts.
Built to adapt when markets change, not just when calendars roll over. Flat-fee access. White-labeled. Implemented through your existing custodians. You keep full control.
Implementation is designed to fit your existing process, not replace it. You don’t need new custodians, new platforms, or new workflows.
Adventurous Growth, Aggressive Growth, Moderate Growth, Conservative Growth, and Preservation Growth. Use your existing risk assessment process — the five tiers are designed to align with standard advisory practice.
Choose from Core, Compliance-Lite, Tax-Efficient, or ETF categories based on client constraints, account type, and your firm’s product shelf. You can implement a single strategy per client or blend across strategies.
Each update includes the full holding list with ticker symbols and allocation weights, an effective date, and any changes from the prior period — in a format ready to import into your trading system.
Apply model allocations directly in client accounts via your custodian (Charles Schwab, Interactive Brokers, Altruist, and others) or trading platform (iRebal, Orion Eclipse, Black Diamond, and more).
Monthly performance context and regime commentary keeps you informed and gives you the narrative for client conversations — without requiring you to do the research yourself.
Access all 40+ model strategies across five risk tiers through the ACQM Advisor Portal.