Sentences with phrase «asset allocation model offers»

Not exact matches

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

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.