About Fund Architects

Fund Architects is a SEC-Registered Investment Advisor providing discretionary, fee-based money management services to other Investment Advisors and individual investors around the country.

GIPS Compliance

Fund Architects, LLC. claims compliance with the Global Investment Performance Standards (GIPS®).  Fund Architects, LLC. is an SEC registered investment adviser that provides a series of separately managed account portfolios. Fund Architects, LLC. is an independent firm that is not affiliated with any parent organization.  To obtain a compliant presentation and/or the firm’s list of composite descriptions, please contact Daniel Snover.

Focus on independent RIA market

Investment Advisors can work with us in many ways:

  • Full service account management (Account Setup, Billing, Performance Reporting, Trading, etc… all performed by Fund Architects)
  • Model management (only portfolio changes are provided)
  • Hybrid (tailored solution)

Home Office Heath, TX
Investment Methodology Active, using Quantitative methods
Branch Office Denver, CO
Ownership Independent, Majority Employee-Owned

Company History

2007
Founded as a third-party manager offering services to Institutions and other Investment Advisors

2008
Launched a series of dynamic asset allocation portfolios using actively-managed mutual funds

2012
Established an Investment Committee to bring a collaborative team approach to investment decisions

2012
Began offering separate account portfolios to the retail public

2014
Re-engineered Global ETF strategies to incorporate proprietary Multi-Factor Ranking System℠

2015
Transitioned completely to ETFs to eliminate manager tracking error and reduce expenses

2017
Fund Architects, LLC. claims compliance with the Global Investment Performance Standards (GIPS).

Launched Tactical Unconstrained Growth (TUG) Portfolios.

2018
Launched the Blueprint Portfolios.