Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative

The Investors First Podcast

In today’s episode, we host Wes Gray, CEO of Alpha Architect. Founded in 2010, Alpha Architect is a research focused quant firm that put themselves on the map offering value and momentum factor exposures, but it doesn’t stop there. Wes and his group have evolved to offer advanced tax strategies in the form of ETF’s, separately managed accounts (SMA’s), and ETF white-labeled services. Wes has an incredible bio that starts with humble beginnings growing up on a ranch. He later becomes a Captain in the US Marine Corps followed by earning his MBA & PhD studying under Nobel Prize Winner Eugene Fama at the University of Chicago.

This episode is centered around investments and tax minimization, starting with why Wes moved to Puerto Rico a few years ago. We discuss his bio and his mission for Alpha Architect & ETF Architect. We focus the rest of the episode on tax efficiency for asset owners, starting with white labeling ETF’s, creative conversions to ETF’s, whether direct indexing is currently oversold, post ESOP investment strategies, box spreads as an alternative to T-Bills and more.

Hosting today’s episode is myself Steve Curley, CFA & guest host Frank Garcia, CFA.

Please enjoy the episode. Follow us on Twitter & LinkedIn.

Social Media:

LinkedIn Post (and Facebook):

New episode w/ Wes Gray, CEO of Alpha Architect, hosted by Steve Curley, CFA & Frank Garcia, CFA.

*PR Act 60 (Preferred Tax Status for Puerto Rico Residents)

*Bio/Mission if Alpha Architect & ETF Architect

*White labeling ETF’s & creative ETF conversions

*Direct indexing, oversold?

*Box spreads as an alternative to T-Bills

*Post ESOP investment strategies

Enjoy! Insert link here

Twitter Post:

New episode w/ Wes Gray, CEO of Alpha Architect & ETF Architect. We discuss everything tax, from PR Act 60, to his firm’s mission & focus on tax efficient investments, white labeling ETF’s, creative ETF conversions, direct indexing being oversold, box spreads instead of T-Bills & more.

Show Notes:

Alpha Architect: https://alphaarchitect.com/about

ETF Architect: https://etfarchitect.com/

Box spreads: https://alphaarchitect.com/2023/05/box-spreads-an-alternative-to-treasury-bills/

March for the Fallen: https://alphaarchitect.com/mftf/

Democratize Quant: https://alphaarchitect.com/democratizequant/

How to Start an ETF: https://alphaarchitect.com/2021/11/how-to-start-an-etf-resources-and-faq/