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. Founded in 2007, the Firm today relies on its unique “Glass Box” Portfolio Construction process to build separate accounts for investors seeking any combination of Capital Appreciation and Capital Preservation.

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

Backed by relationships with the industry’s leading custodians, Fund Architects offers two distinct separate accounts:

  • Global ETF Portfolio for Capital Appreciation
  • Conservative Global ETF Portfolio for Capital Preservation
  • Tactical Unconstrained Growth Portfolio for Aggressive Growth

Home Office Heath, TX
Investment Methodology Active, using both Quantitative and Qualitative 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 strategies to incorporate proprietary Multi-Factor Ranking System℠ and “Glass Box” portfolio construction

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(R))