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
|US Equities (Growth & Value)||CAPE||Wave-Trend|
To learn more, please read, the paper: “A Dynamic Asset Allocation Approach to Investing II.”
$100/client or 0.05% of assets or $10,000 whichever is less.