Advisor Partners

Andrew Rudd serves as Chairman and CEO, guiding the firm's quantitative investment process since its founding. Rudd co-created the Barra multi-factor risk model, which remains foundational to the firm's portfolio construction methodology. The investment team applies factor-based analytics across public and private market allocations.

Advisor Partners uses separately managed accounts as its core delivery vehicle, giving clients direct ownership of individual securities rather than pooled fund shares. This structure enables systematic tax-loss harvesting and customized factor exposures tailored to each account. The firm targets the wealth management channel, serving financial advisors and their high-net-worth clients.

No. Advisor Partners accesses private markets — including real estate, infrastructure, and private credit — through fund commitments to external managers. The firm does not originate direct private deals. Public equity and fixed income exposures are managed directly within the SMA framework.

Advisor Partners translates institutional factor-investing techniques into the wealth management context. Andrew Rudd's background co-creating the Barra risk model — widely used by pension funds and endowments — shaped a firm that applies the same quantitative discipline to individual taxable portfolios, creating an institutional-quality process for private wealth.

In public equities, Advisor Partners concentrates on large- and mid-cap stocks across US and developed international markets. The firm does not emphasize venture capital or small-cap private equity. Its private market exposure comes through fund investments in real estate, infrastructure, and private credit rather than direct company stakes.

The firm's platform was purpose-built for separately managed accounts, which remain the primary vehicle. Commingled funds are not a focus. The SMA structure allows Advisor Partners to manage taxes at the individual account level, which is central to its value proposition for wealth management clients.

The firm's intellectual heritage traces directly to Barra Inc., the risk analytics company where Andrew Rudd co-created the multi-factor equity risk model that institutional investors adopted globally. That factor-based, quantitative framework became the foundation for Advisor Partners' investment process when Rudd founded the firm in 1995.