Well-Diversified Portfolios, Supported By A Clear And Compelling Investment Process
Build, deliver, and manage UMA portfolios with a unique diversification process that seeks to align investment decisions with client objectives, across various market scenarios.
A Better Way To Prepare Clients For Moving Markets
The mark of a great advisor is one that helps clients navigate all market cycles with confidence.
But that’s easier said than done. Market movement is responsible for nearly 80% of portfolio return variance¹. As the market moves, clients’ portfolios are impacted—along with their emotions.
Advisors need a better way to diversify client portfolios—beyond the traditional blend of asset classes—to prepare clients to handle the uncertainties of moving markets. We help you do that with a unique approach to UMA portfolio design—MMS™.
The process is simple, and the story is compelling.
¹ Source: Financial Analysts Journal, March/April 2010, Volume 66. “The Equal Importance of Asset Allocation and Active Management.” 2010 CFA Institute
Identify, Pair, And Monitor: A Simple Diversification Process
The MMS™ process revolves around three unique market diversification questions, a supplement to the risk assessment. These questions are designed to frame the diversification discussion, priming clients to understand the role of diversification in their portfolios.
Ready to build and deliver well-diversified UMA portfolios with MMS™?
Schedule a discussion with one of our product specialists.