Investment Advisors

A smart solution for retirement assets focuses on compound growth in bull AND bear markets.

This is the concept surrounding a private label dynamic asset allocation system.

The system is fitted to your existing client base and is designed to take a more active role in guiding and actively advising clients on asset allocation.

The hallmark of the system is a balanced and secular narrative based in setting reasonable expectations for asset growth. A narrative focused on the two components of the asset allocation approach and strategy: valuation and momentum.

For fee-based registered investment advisors, an active asset allocation system focused on 10-year return/risk expectations enables a medium-term investment guidance approach that works across both pre and post-retirement stages.

To learn more, please read, the paper: “A Dynamic Asset Allocation Approach to Investing II.