Accuvest Global Advisors was formed in 2005 as a RIA in the state of California.  Since that time, AGA has grown to be one of the premier investment managers for their work in global equity portfolios and endowment style portfolios.  AGA registered with the SEC in 2008.

 

 

Global Equity Portfolio Management

In 2005, as the market of ETFs developed, AGA pioneered the use of single-country ETFs to create top-down global equity strategies.  Through our proprietary factor based country ranking model, we developed a consistent methodology to rank each country in their universe based on fundamental, valuation, risk, momentum, and proprietary factors.  As a result, AGA now has one of the longest live track records in the marketplace.  Our strategies are currently used by high-net-worth clients and institutions from around the globe.

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CST^® Portfolio Management

CST Portfolio Management was developed to enhance traditional portfolio management for clients who understand the long-term nature of their assets.  AGA developed and trademarked this investment process as a way to take a multi-dimensional view of portfolios.  Allocations fail to capture many risks including liquidity, transparency, exposure, leverage, time horizon, and concentration.  Today, AGA’s CST Portfolio Management is used by global foundations, institutions, and high-net-worth individuals. 

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