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Optimized Portfolios

Variance Optimized Indexing

VOI is a proprietary methodology developed by Arch Indices to optimize the weightings of assets in a portfolio. VOI weights assets to maximize the portfolio goal while minimizing volatility by taking into account three factors:

  1. goal to maximize
  2. asset volatility
  3. asset correlation to the rest of the portfolio

Arch Indices is using VOI to construct model portfolios and custom index solutions. Learn more about VOI and how we use it in asset allocation and selection in our Insights and Research page.

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VOI Income Portfolios

Arch Indices VOI Income Portfolios seek to maximize income for investors over all market conditions while minimizing volatility and drawdown. The VOI methodology takes into account the asset yield, asset volatility, and correlation to the rest of the portfolio in determining the weights of each asset. We are pleased to present a range of income portfolios for investors ranging from fixed income, equity, and multi-asset.

Our portfolios have a number of replication options including liquid and low cost bond ETFs to reduce transaction costs for investors while harnessing the power of multi-asset portfolios. All portfolios are customizable for a range of parameters including asset selection, targeted volatility, min/max weighting, and statistical methods.

DFMAP seeks to maximize income while minimizing volatility through a multi-asset allocation of dividend-focused stocks and long-dated government bonds.

DFMAP Historical performanceDFMAP Historical volatilityDFMAP Historical weightings

TAC seeks to maximize income from the US Treasury market while minimizing volatility through allocation to different parts of the curve.

TAC Historical performanceTAC Historical volatilityTAC Historical weightings


No Rendering of Advice

Arch Indices Investment Advisors LLC ("AIIA") is a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission ("SEC"). AIIA provides asset management and related services for clients nationally. AIIA will file and maintain all applicable licenses as required by the state securities regulators and/or the SEC, as applicable. AIIA renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to any applicable exemptions or exclusions.

This web site is intended to provide general information about AIIA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

AIIA will provide all prospective clients with a copy of our current "Brochure" and "Brochure Supplement" prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

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