What Is Smart Diversification®?

Take emotion out of the equation.

Our algorithmic approach to investing takes emotion out of the equation, giving you evidence-based guidance to actively shape your clients’ portfolios.

The idea is simple: Minimize losses, maximize gains, and help your clients comfortably reach their goals.

That’s Smart Diversification.

It’s Easy to Get Started, and It’s Free!

Choose Your Plan

Does It Work?

You know all the disclaimers- past performance doesn’t guarantee jack and all that. But what you want to know is, “Does this work?”

We can’t predict the future and won’t pretend to. But we can show you Smart Diversification in action with our Smart Diversification Indexes.

A Closer Look

Markets spend a vast majority of their time declining and recovering. Only a small fraction of time is spent creating new wealth. We want to change that.

With Smart Diversification, we aim to minimize decline and maximize growth by actively adjusting allocations according to market conditions. That can make clients more comfortable and keep them engaged in the plan you put together for them.

That’s what I already do, you might be thinking.

Here’s the difference: We don’t shift based on our (or anyone’s) opinions. Instead, we’ve built algorithms that are repeatable and evidence-based. As we like to say: Trust math, not opinions.

Smart Diversification might be right for you and your clients if you know that:

  • Keeping portfolio allocations static (regardless of market conditions) is a bad way to manage risk
  • Shifting your clients’ portfolio allocations based on an educated guess isn’t smart or repeatable

Let’s face it—the old methods simply aren’t working. And your clients’ portfolios are likely spending unnecessary time in decline and recovery as a result. It’s time for a change.