AQR Mutual Funds


Lumia Wealth incorporates AQR mutual funds in our portfolios primarily to provide exposure to Alternative Investment Strategies. The primary goal of these strategies is to provide returns with low or moderate correlation to equity in bond markets. Alternative Investment Strategies were once only available through high-cost, illiquid investments; AQR is the leading firm making them available through open-end mutual funds.

AQR is a global investment management firm built at the intersection of financial theory and practical application. Their commitment to our clients is to help them exceed their long-term objectives. We do this by filtering out market noise to identify and isolate what matters most, and by implementing ideas that stand up to rigorous testing.

AQR’s focus on research-driven, practical insights powered by advanced technology, economic intuition and firm-wide risk management has made us leaders in alternative and traditional strategies and explains why so many types of investors seek our expertise in meeting their financial challenges.