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Our Services 2017-06-27T12:28:36+00:00

Exceptional investing just got a lot easier

You’ve worked hard for your money. Now invest it right so it works hard for you.

Are you an individual investor looking for assistance reaching your investment goals? Cambria Digital Advisor can help. In just minutes, we’ll design you a customized portfolio of diversified ETFs. We’ll then manage it for you, minimizing taxes and rebalancing for optimum performance.

Plus, our investment accounts come with a host of other features including account aggregation, retirement tools, and auto deposits. And did we mention we do all this for a 0% management fee? To learn more about a Cambria Digital Advisor account, click here.

To read about the six unique portfolios that make up our Cambria Digital Advisor accounts (our “Trinity” portfolios), click here.

Let’s Get Started

Are you looking for a smarter ETF for yourself or for your clients?

Whether you’re looking for global market exposure, targeted factor tilts, or quant-driven strategies, we have an assortment of low-fee ETFs to suit your needs.

Visit us at CambriaFunds.com to learn more.

Are you an advisor, interested in allocating client assets toward a Trinity portfolio?

If so, we’re proud to introduce Trinity for Advisors. It’s our investment offering for professional money managers, providing a convenient platform for allocating client assets. Below is an overview; you can also click here to download our Trinity for Advisors brochure:

Convenient Investment Platform: 

We’ve partnered with Riskalyze, making our Trinity portfolios available in its new Autopilot Partner Store.

 

0% Cambria Portfolio Management Fee:

Cambria doesn’t charge a portfolio management fee in connection with the Trinity portfolios. Additional fees are limited to 1) a 0.10% Technology Platform Offset Fee that enables access to Riskalyze’s Autopilot Partner Store and its risk number diagnostic tools, onboarding simplicity, trading dashboard and industry research, 2) your specific advisor fee, 3) trading fees (will vary per choice of custodian), and 4) fees on the underlying investments that populate our Trinity portfolios, which is how Cambria generates revenue.

Access to All of Our Trinity Portfolios:

You have your choice of allocating to any of our six different Trinity portfolios. To read more about them, including their specific holdings and weightings, just click here. To read our Trinity White Paper, which provides a broad overview of our Trinity methodology, click here.

Custodial Flexibility:

With Riskalyze, you have your choice of six custodians:

  • Fidelity
  • Charles Schwab
  • Pershing
  • NFS
  • Trust Company of America
  • TD Ameritrade

Additionally, Riskalyze is hoping to expand its custodial choices in the near future. We’ll keep you informed as more options become available.

Easy Onboarding:

Riskalyze has made the sign-up and portfolio allocation process simple, intuitive, and fast. You’ll have your clients’ assets positioned in just minutes.

Guided Portfolio Upkeep:

At this time, advisors will place rebalancing trades themselves, based on directions from Riskalyze.

Average Fees of the Underlying ETFs in Our Trinity Portfolios:

Below are the average underlying fees by portfolio. Please note that these underlying fund fees are estimates based on target allocations and current expense ratios. Market fluctuations will result in deviations from target allocations, which may impact underlying fund fees for the portfolios.

Trinity 1 Trinity 2 Trinity 3 Trinity 4 Trinity 5 Trinity 6
Total Expense Taxable 0.44% 0.50% 0.57% 0.63% 0.66% 0.70%
Total Expense Tax Exempt 0.35% 0.43% 0.52% 0.61% 0.65% 0.69%

Historical Performance of the Trinity Portfolios:

We update the historical performance data for our six Trinity portfolios each quarter. To review our most recent report, click here.

Ready to Get Started with Trinity for Advisors?

Just click here to begin

If you’d like more information on Trinity for Advisors, click here to visit our FAQ page.

Riskalyze does not supervise the content of this page. For more information, visit https://www.riskalyze.com/

Looking for something else?

If you’re looking for a bespoke investing solution, we’re always happy to chat to see if there’s a way we can help.

Please call as us at 310.683.5500 or email us info@cambriainvestments.com.