Precision Investments, Personalized Performance

The core of R4A’s unique capability is an extensive proprietary database that meticulously covers and ranks by value and in detail the global capital market. This database enables us to generate unlimited investment combinations, strategies, and optimal portfolios matching the most specific investment objectives, from retail investors to the most demanding institutional mandates.

Powering this database is our equally unique proprietary methodology, the Lumen Global Value Compass. Leveraging AI and Big Data, this innovative tool provides a value-based, real-time, detailed ranking of the global capital market using a single value metric for an unbiased, apples-to-apples, and forward-looking comparison of countless investment opportunities and needs. The resulting expansive, open-source ranking encompasses every market (global, developed, emerging, frontier), asset class, sector, industry, and investment factor (e.g., growth, value, quality, etc.), and a vast array of ETFs, alternatives such as Real Estate and Private Equities, thematic areas such as ESG, cybersecurity, and renewable energy, and including every publicly-traded individual security.

This methodology and unique capability unlock an infinite pool of granular investment ideas and combinations, tailored into unique portfolios that meet the widest range of objectives, goals, and strategies, thus materially raising the probability of successful investment outcomes.

Using our database and proprietary optimizer R4A delivers an unbiased optimal asset selection and allocation, thus challenging the outdated and arbitrary 60/40 allocation between stocks and
bonds—a practice that has been shown increasingly costly in recent years. R4A’s asset allocation methodology is rooted instead in fundamental value expert research, utilizing real-time analysis for optimal asset allocation, a quantum leap from the inaccuracy of the old 60/40 and its variations based on volatility alone.