Introducing an innovative asset allocation option for RIAs

Many of the indices you see today are built to illustrate well rather than to perform well. DPL, Avantis Investors, Barclays and Security Benefit Life Insurance Company introduce a new U.S. equity index designed to deliver higher expected returns with lower volatility.

The Avantis Barclays Volatility Control (“VC”) Index offers advisors:

  • An accumulation option designed by Eduardo Repetto and Pat Keating of Avantis Investors (formerly of Dimensional Fund Advisors)
  • A first-of-its-kind index created for the RIA market and the Commission-Free fixed index annuity (FIA) structure
  • A unique solution built around an excess return option strategy (reinvested dividends) rather than a price return, which may translate into better interest crediting opportunities within the FIA.

To learn more, download the fact sheet or call 888-327-0049 to speak to a DPL Consultant.

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“We wanted to build an index that delivers consistent performance and can be used as a replacement for fixed income in a client’s portfolio. We’re delighted Avantis agreed to design this index for the RIA market.”

David Lau, Founder & CEO, DPL Financial Partners


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Reach out to DPL’s team with questions, comments, and feedback. We’re here to help.