The PPLI Investment Strategy

Autograph’s PPLI strategy provides a structure for tax-free investments in private and public market assets, including private equity, credit, hedge strategies, and global public markets.

Using PPLI as the foundational, tax-free growth structure, Autograph integrates these investments, along with defined outcome approaches, into one, cohesive platform for balance, diversification.

Our team has decades of experience working with alternative assets, and optimizing those investments for tax-efficient growth.

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Designing your Autograph Mosaic

Private Markets

Public Markets

Defined Outcomes

We believe the most sophisticated investors today understand that the traditional wealth management strategy of simply balancing equities for growth and bonds for stability must be supported with alternative assets. Our diversification reaches beyond public markets, and structure and strategy work together.

We understand your portfolio is an individual mosaic. Each piece — private equity, credit, real assets, diversifiers, DFA public markets, defined outcomes — has its own shape, color, and purpose, intelligently aligned to your distinct goals.

Every family’s mosaic is unique.

Three Pillars for Intelligent Wealth

Autograph’s investment philosophy rests on three core pillars — Private Markets, Public Markets, and Defined Outcomes. Together they work to create a balanced, resilient foundation designed to compound wealth, protect against risk, and adapt intelligently to each family’s unique mosaic.

Private Markets

The Growth Engine

Access growth and resilient income beyond public markets. We curate institutional-quality private equity, private credit, real assets, and diversifiers selected for return potential, downside discipline, and tax-aware design inside PPLI. Private equity targets long-term appreciation; private credit seeks contractual yield with senior-secured protections; real assets (logistics, data centers, renewables) add inflation sensitivity; diversifiers smooth the ride with low correlation. This is your portfolio’s engine room - built for compounding.

At a Glance

Private Equity: buyout, growth, secondaries
Private Credit: senior-secured, often floating-rate
Real Assets & Diversifiers: cash-flow + ballast

Private Equity

Private Assets

Private Credit

Hedged Strategies

Public Markets

Evidence-Based Core

Your globally diversified core is powered by Dimensional (DFA) - disciplined, research-driven portfolios that tilt to proven drivers of returns (value, size, profitability) while working to minimize unnecessary costs, turnover, and emotion. No market timing. No hero stock picks. Just systematic exposure designed to keep you invested through cycles and harvest long-run premiums - tax-aware, rules-based, and rebalanced with intent.

At a Glance

Broad global equity exposure with disciplined tilts
Rules-based rebalancing, tax-aware implementation
Built to be owned, not traded

US Equity

International Developed

Emerging Markets

Real Estate

Defined Outcomes

Protection with Participation

We integrate Defined Outcome ETFs (Innovator) to give equities guardrails: built-in buffers against downside with capped upside participation. The result: structure that helps families stay invested without surrendering control. Use across U.S. and international exposures to shape risk for goals or to complement (and in some cases partially replace) traditional fixed income in today’s rate/vol regime - liquid, transparent, and scalable with a recognized category leader.

At a Glance

Buffers to limit a preset portion of downside
Upside to a cap; you choose the trade-off
Liquidity and clarity you can plan around

Managed Floor Equity

Accelerated Equity

International Protective Equity

US Protective Equity

Dual Directional Equity

Learn More About the Autograph Mosaic Difference

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Built with industry leaders

Autograph’s investment design is supported by partners who already operate at the highest institutional levels.

Axcelus: Institutional-Grade Policy Framework

Axcelus Financial is the insurance company that issues the PPLI contracts Autograph uses as its chassis. With deep expertise in private placement and long-standing experience to structure policies for sophisticated families, Axcelus provides the regulated framework that ensures compliance and legitimacy.

CAIS: Infrastructure and Marketplace Integration

CAIS is the leading alternative investment platform for independent advisors, with integrations into Schwab and Orion. They provide digital subscription tools, capital call workflow, and investor reporting — all at institutional scale. Leveraging institutional-grade research from Mercer, CAIS delivers a vetted, research-backed marketplace of alternative investments for RIAs managing billions.

DFA: Evidence Based Public Markets

Dimensional Fund Advisors manages more than $750 billion globally and is known for applying Nobel Prize-winning academic research to portfolio construction. Their systematic approach to capturing size, value, and profitability factors has been trusted by institutions and families for decades. DFA’s Core Plus provides Autograph with an evidence-based foundation in public markets and ensures investments are grounded in research and implemented with discipline.

Innovator: Defined Outcome Category Leader

Innovator Capital Management pioneered Defined Outcome ETFs and remains the category leader with more than $26 billion in assets under management. Their suite of Buffer, Floor, and Accelerated ETFs gives Autograph the tools to design guardrails around risk. Their innovation has been recognized across the ETF industry, and their ability to bring options-based outcomes into a liquid, transparent structure makes them essential to Autograph’s differentiated positioning.

APPS: Specialized Administration Platform

Alaska Private Placement Solutions is the administrative platform supporting Autograph’s PPLI structures. Based in one of the most favorable U.S. jurisdictions for asset protection and tax efficiency, they specialize in private placement life insurance solutions for ultra-high-net-worth families. Their expertise ensures that every policy is structured and administered with precision, providing the stability and flexibility required for complex wealth planning.

SignatureFD: Institutional Scale, Trusted Stewardship

SignatureFD is a national wealth management firm overseeing more than $10 billion for entrepreneurs, executives, and families across the country. With decades of experience and a multidisciplinary advisory team, they provide the fiduciary oversight, investment discipline, and operational infrastructure that underpin Autograph’s platform. Clients benefit from the strength, stability, and institutional rigor of one of the largest independent advisory firms in the nation.