Index Based Products

CURRENT PRODUCTS

In a world where 85% of all active managers cannot beat a low-cost passive index-based investment, ProForza has developed a unique, persistent process that can deliver consistently lowered risk and enhanced return on virtually any liquid basket of stocks. These look like Alternative Beta-like offerings that have generally superior risk/return characteristics to passive, semi-passive, mutual funds and "Smart" Beta products.

You get extensive research on core investment principles underlying all of our products and index data (click any image below if you like lots of data for analytical purposes only). Risk assessment is daily and transparent to investors similar to that of an index-like investment. A "no brainer" for most investors to get more for your investment dollars.

All data supplied herewith is subject to terms and conditions for usage and model disclosures, which are included in each document. All index data is unlevered and does not include the impact of management costs similar to that of any index like the SP500TM index. However, our costs are clearly listed next to each product so that one might adjust index returns to more closely match that of the live accounts. Note that live accounts do exist for each product and such live returns do correspond and track very closely to that of the index.

Current list of products offered and current annual cost (please refer to Form ADV too):

Long only, stock portfolio consisting of 30 American Depository Receipts that may be found in the AdvisorShares Dorsey Wright ETF AADR. Risk assessed daily on each stock via systematic process.

ARBiADR

0.87%

ARBiALT’s combination of systematic risk analysis for each stock, use of long and shorts, and cash, the resultant uncorrelated, absolute risk/return profile seeks to exceed that of any passive major market index and that of most active, hedge-fund like representative indexes. Consists of a 20% allocation to each of ARBiD30h, ARBiMCPh, ARBiNGNh and 40% to ARBiFINh.

ARBiALTh

1.87%

Long short, large capitalization stock portfolio consisting of 30 stocks that may be found in the Dow Jones IndustrialsTM index. Risk assessed daily on each stock via systematic process.

ARBiD30h

1.87%

Long only, stock portfolio consisting of over 30 stocks that may be found in the iShares ESG Microcap ETF ESML. Risk assessed daily on each stock via systematic process.

ARBiESG

0.87%

Long only portfolio consisting of 30 ETFs that form a core ETF-based model and spans all major asset classes. Risk assessed daily on each stock via systematic process.

ARBiETF

0.87%

Long short portfolio consisting of 30 ETFs that span the fixed income investing universe. Risk assessed daily on each stock via systematic process.

ARBiFINh

0.87%

Long only, stock portfolio consisting of over 30 stocks that may be found in the iShares Genomics Immunology and Healthcare ETF IDNA. Risk assessed daily on each stock via systematic process.

ARBiGEN

0.87%

Long Short, micro capitalization stock portfolio consisting of 30; stocks that may be found in the iShares Microcap ETF IWC. Risk assessed daily on each stock via systematic process.

ARBiMCPh

1.87%

Long short, large capitalization stock portfolio consisting of 30; stocks that may be found in the ARK Innovation ETF ARKK. Risk assessed daily on each stock via systematic process.

ARBiNGNh

1.87%

Long only, consisting of 30 stocks that may be found in ETFs like ROBO and ARKQ. Risk assessed daily on each stock via systematic process.

ARBiRBO

0.87%

Long only, early stage, generally microcap stock portfolio consisting of 30 stocks that may be found in S&P Kensho KMOON Index. Risk assessed daily on each stock via systematic process.

ARBiSTR

0.87%