---
title: Vineyard Global Advisors | Allocation Plus Series
description: The Allocation 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
---

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- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
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    - [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)
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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)

![shutterstock\_1818406121-1](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/shutterstock_1818406121-1.jpg?width=1920&name=shutterstock_1818406121-1.jpg "shutterstock_1818406121-1")

# Allocation Plus Series

 

## Strategy Overview

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.

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

### Strategy Summary

In asset categories where active management offers minimal alpha, passive ETFs are used. Inverse or short-biased exchange traded funds (ETFs), cash or long ETF equity positions are utilized to scale equity exposure within a range for each model, which shifts fixed income net exposure conversely.

### Strategy Objective

The strategy invests in actively managed mutual funds and passive ETFs across five models that range from conservative to growth. Each model seeks to provide exposure to nine asset classes to mitigate risk, including US equities, foreign developed equities, foreign developed equities, emerging market equities, fixed income, real estate investment trusts (REITS), master limited partnerships, commodities, alternatives, and cash.

## 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/allocation-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/allocation-plus-series#popup-02)

#### Strategy Family – Asset Allocation

- [**Advantage Plus Series →**](https://www.vineyardglobaladvisors.com/advantage-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 Quantitative Value Strategy, 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

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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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