Seeking maximization of risk-adjusted returns via a combination of internally managed strategies offering dynamic risk management, "alpha" generating mutual funds selected through a proprietary research process, and ETFs in asset categories where active.
Seeks to provide risk-managed asset allocation strategies across a range of risk-return profiles offering the benefits of broad diversification in a unified managed account (UMA) format, a sophisticated design that combines multiple investment vehicles into a single account across multiple registrations.
Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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