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.
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 diversification process revolves around three unique market participation 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.