Investment Managers

A private label dynamic asset allocation approach that utilizes both fundamental and technical analysis can strike the right prudent balance between strategic and tactical asset allocation for investors.

Here are some options available for developing the strategy

Asset ClassValuationMomentum
US Equities (Growth & Value)CAPEWave-Trend
International EquitiesCAPEWave-Trend
US SectorsCAPEWave-Trend
Fixed-IncomeReal YieldsWave-Trend
CommoditiesIndexationWave-Trend
CurrenciesHarvestingWave-Trend
VolatilityMid-TermWave-Trend

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

Pricing

$100/client or 0.05% of assets or $10,000 whichever is less.