Overview
Let us completely manage your portfolio
  • We invest in stocks according to a value investing methodology developed by Joel Greenblatt.
  • Our proprietary database is used to rank U.S. listed stocks based on return on capital and earnings yield.
  • Financial and utility stocks are generally excluded from our rankings and are ineligible to be purchased.
  • When an account is opened, approximately 24 of the highest ranked stocks are purchased.
  • The portfolio is managed with the goal of achieving long-term tax efficiency*.
  • All account information is available online.
  • Relationship Managers are available for your assistance.
  • We charge a 1% annual fee, based on assets, that includes all trading costs and the advisory fee.
  • Your money can be withdrawn without penalty at any time.

*There will be short-term tax consequences within the first 12 months of investing due to periodic rebalancing. After the initial 12 months, we generally sell losses prior to the 1 year holding period and sell gains after the 1 year holding period, with the objective of achieving long-term tax efficiency based on current U.S. taxation rules. Formula Investing does not provide tax advice. Please consult with your tax advisor.
Formula Investing is operated by Gotham Asset Management, LLC.