---
title: Vineyard Global Advisors | Advantage Plus Series
description: The Advantage Plus Series Strategy seeks to provide risk-managed asset allocation strategies across a range of risk-return profiles.
image: https://www.vineyardglobaladvisors.com/hubfs/Vineyard/featured/og-image-vineyardglobaladvisors.jpg
---

[![Vineyard Global Advisors](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=350&height=122&name=Vineyard_GlobalAdvisors_logo_white.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/?hsLang=en)

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          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
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[![Vineyard Global Advisors](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_transparent.png?width=250&height=87&name=Vineyard_GlobalAdvisors_logo_transparent.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/?hsLang=en)

- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- Strategies 
    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - Equity Alpha 
          - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value)
          - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth)
          - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation)
          - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex)
          - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha)
          - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500)
    - Income 
          - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000)
          - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield)
          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income)
          - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income)
    - Asset Allocation 
          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
          - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series)
          - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series)
- Insights 
    - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary)
    - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars)
    - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news)
    - [Blog](https://blog.vineyardglobaladvisors.com/blog)
- [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors)
- Contact 
    - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)
    - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal)

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- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- Strategies 
    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - Equity Alpha 
          - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value)
          - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth)
          - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation)
          - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex)
          - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha)
          - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500)
    - Income 
          - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000)
          - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield)
          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income)
          - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income)
    - Asset Allocation 
          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
          - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series)
          - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series)
- Insights 
    - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary)
    - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars)
    - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news)
    - [Blog](https://blog.vineyardglobaladvisors.com/blog)
- [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors)
- Contact 
    - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)
    - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal)

![](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/shutterstock_1818406121-1.jpg?width=1920&name=shutterstock_1818406121-1.jpg)

# Advantage Plus Series

 

## Strategy Overview

The Advantage Plus Series Seeks to provide the benefits of broad diversification through risk-managed asset allocation strategies across a range of risk-return profiles via an SMA structure.

[![Advantage Plus Series Strategy](https://www.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-strategy-advantage-plus-series.jpg "Advantage Plus Series Strategy")](https://www.vineyardglobaladvisors.com/advantage-plus-series#popup-03)

### Strategy Summary

Seeking maximization of risk-adjusted returns via a combination of internally managed strategies offering dynamic risk management, "alpha" generating mutual funds selected through a proprietary research process, and ETFs in asset categories where active.

### Strategy Objective

Seeks to provide risk-managed asset allocation strategies across a range of risk-return profiles offering the benefits of broad diversification in a unified managed account (UMA) format, a sophisticated design that combines multiple investment vehicles into a single account across multiple registrations.

## Portfolio Managers

![](https://www.vineyardglobaladvisors.com/hubfs/Tom-1.jpg)

Tom Samuelson, CFA, CMT

Chief Investment Officer

<https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson?hsLang=en>

![](https://www.vineyardglobaladvisors.com/hubfs/Kendall-1.jpg)

Kendall Dilley, CFA, CMT

Portfolio Manager

<https://www.vineyardglobaladvisors.com/our-firm/kendall-dilley?hsLang=en>

#### Strategy Information

- **Inception:** August 2015
- **Category:** Allocation - 70% to 85% Equity
- **Structure:** Managed Account (SMA)

#### Documents

- [**Fact Sheet →**](https://www.vineyardglobaladvisors.com/advantage-plus-series#popup-02)
- [**Company Presentation →**](https://www.vineyardglobaladvisors.com/hubfs/Brochures/Vineyard_Global_Advisors_Brochure.pdf?hsCtaTracking=4fc4177d-35a5-4ff5-b8bd-9bf26b1dd846%7C2364b653-e7d9-4741-acc3-0cd277ccab68&hsLang=en)
- [**Performance Analytics →**](https://www.vineyardglobaladvisors.com/advantage-plus-series#popup-02)

#### Strategy Family – Asset Allocation

- [**Allocation Plus Series →**](https://www.vineyardglobaladvisors.com/allocation-plus-series?hsLang=en)
- [**ETF Advantage Series →**](https://www.vineyardglobaladvisors.com/etf-advantage-series?hsLang=en)

[![Request for Proposal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218)

## Speak with a Vineyard Advisor

For more information on the Advantage Plus Series, contact us.

[![Contact Us](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7)

## Request Info

[![Connect with a Vineyard Advisor](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/5421f092-e4e2-4424-b5a2-b95b19667778.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/5421f092-e4e2-4424-b5a2-b95b19667778)

![Vineyard_GlobalAdvisors_logo_white](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=200&name=Vineyard_GlobalAdvisors_logo_white.png)

9800 Mt. Pyramid Ct.   
Suite 400  
Englewood, CO 80112  
[info@vineyardglobaladvisors.com](mailto:info@vineyardglobaladvisors.com)

<https://www.linkedin.com/company/vineyard-global-advisors/>

- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
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- [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)

- [Privacy Policy](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/Privacy_Policy.pdf)
- [Form ADV 2](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_ADV_Part%202A_2B.pdf)
- [Wrap Brochure](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_WRAP_Brochure.pdf)
- [Form CRS](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_Form_CRS.pdf)

Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.

More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form [ADV Part 2A](https://www.vineyardglobaladvisors.com/hubfs/VGA%20ADV2B.pdf?hsLang=en) and our Form CRS.<https://www.goodwood-consulting.com/>

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