Summer–A Time to Learn!

Summer–A Time to Learn!

June 30, 2014 Investor Education
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(Last Updated On: January 29, 2016)


We exist to empower investors through education.

Typically, we cover source academic literature and other topics that require an intermediate to advanced level of knowledge.

We want to expand access to our material by educating readers from the ground up!

2 Introductory Courses

In the spirit of our mission to promote investor education, we are compiling 2 courses that we will release throughout the summer:

  • Introduction to Finance
  • Portfolio Management and Theory

All of these materials are based off lecture notes Jack and I have used over the years and have proven to be effective in educating students about finance.

Victoria Lynn will be helping us compile the material as part of her STAR scholars program at Drexel.

The first module for the introduction to finance course is already posted.

The Intent

Our goal with these first 2 courses is to start slow and build the student up to a level such that they can understand intermediate and some advanced source articles discussed in academic literature. We will be highlighting other materials on the web related to the courses because we understand there are different learning types.

Please let us know how we’re doing and how we can make these better. The more help/comments we get, the better we can be.



Note: This site provides NO information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.

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Please remember that past performance is not an indicator of future results. Please read our full disclosures. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. This material has been provided to you solely for information and educational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Alpha Architect to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Alpha Architect.

Definitions of common statistics used in our analysis are available here (towards the bottom)

About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.