Sentences with phrase «allocation model offers»

Not exact matches

Bespoke offers multiple strategies, including aggressive growth, conservative growth, conservative income, and asset allocation models.

We also offer a percentage allocation with each trade and run a model portfolio in accordance with our trading signals.

In addition to «flat - fee - only» and «fee - offset» models, the SunAmerica Advisory Opinion provides that asset allocation services offered to participants (involving advice and even discretionary management) that are the product of a computer model developed and overseen by an independent financial expert, and subject to certain additional conditions, would allow a service provider (the broker - dealer, in this case) to avoid PTs when receiving variable / indirect compensation from its platform of investment offerings.

Newfound Research's QuBe («Quantitative Behavioral») model portfolio series provides advisors with a comprehensive suite of institutionally managed asset allocation models, offering solutions for a range of client risk profiles.

The asset allocation models approved by the Committee were designed to offer the investor a diversified asset allocation that aligns with the risk, reward and time horizon of the typical investor for each investing style.

Models offer allocations to equity and fixed income mutual funds, money market funds and ETFs (exchange traded funds)