Membership gives you the tools you need to actively shape your clients’ portfolios with the Smart Diversification approach. But if you’re looking for a turnkey solution, try the Smart Diversification Mutual Fund (SMDFX).
You can add it to your existing strategic portfolios or bolt it onto ones that we’ll show you how to build. Fund allocations shift using our evidence-based algorithms to help minimize losses and maximize the creation of new wealth.
View SMDFX at the Financial Times for performance history, fund info, and more. Go ahead—we’ll still be here when you get back.