Smarter Asset Allocation

What’s Holding Back Your Clients’ Portfolios?

For decades, advisors have largely taken a “set it and forget it” approach to asset allocation, based on clients’ answers to a standard risk profile questionnaire.

The problem? Market risk is dynamic, shifting significantly from one season to the next. Static asset allocations completely ignore these changes—to the detriment of your clients.

We’re the asset allocation experts, and we equip advisors with the tools and data needed to implement evidence-based asset allocation for their clients. Now it’s easier than ever to shift allocations with the market…based on math, not opinion.

Download our free white paper now and learn:

1. How to maximize periods of new wealth creation for your clients
2. Why target date portfolios and other similar approaches are doing a disservice to your clients
3. Where the disconnect is between market indexes and investor goals