|A Custom Model Built to Your Exact Specifications
Our stock and ETF selection system allows us to build custom portfolios to meet the specific needs of each advisor and deliver them directly or via TAMP platforms.
We can create custom factor-based equity models using our 45+ quantitative strategies to achieve the specific return and volatility goals of each advisor client. We can also accomodate market-cap, sector and portfolio size requirements in addition to many other factors.
|Go Beyond the Traditional 60-40
Our ETF models go beyond the 60-40 portfolio and use academic research to develop custom asset allocations to manage risk and drawdowns and perform well in a variety of economic environments. This can be particularly important to clients in high inflation environments where traditional stock and bond allocations struggle.
|Benefits to Advisors