Sentences with phrase «managed asset allocation model»

This one dynamic actively - managed asset allocation model uses exactly the same shell (and investment strategy), but the difference is the asset class weights are subject to change monthly based on market timing forecasts.

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.

First, what the regular static passively - managed asset allocation models are in a nutshell: 17 asset classes are chosen, their weightings are assigned (based on five investor risk temperament levels), and then they're funded using mutual funds.

Not exact matches

For a certain minority of investors, there are different types of exotic asset classes that can fit into an asset allocation portfolio model, including things like private equity and managed futures.

• You don't need a Finra Series 7 securities license to manage money using these asset allocation models on a commission basis.

Managed Models provides investment advisers the ability to create customized risk or age - based asset allocation portfolios that are not limited to a retirement plan's core investment lineup.

Multi-Asset Solutions» Global Asset Allocation Views translate into a series of model portfolios to help investors make well - informed decisions about building and managing their portfolios.

We're Fee - only Money Managers: So you can hire us to manage your money, and / or financial advisers can hire us to manage client money, using our Model Portfolios and / or Asset Allocation Systems

Under the Program, COA, an investment adviser registered with the Securities and Exchange Commission («SEC»), manages the assets in your Account on a discretionary basis in accordance with a model asset allocation portfolio you select.

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios and / or Asset Allocation Software for a flat $ 250 a month fee.

The VA carrier will do the free 1035 exchange, and then advisers are able to charge investment management fees for using investing tools like Portfolio Models or by using Comprehensive Asset Allocation Software to manage money like you'd do for the rest of your client accounts.

Financial professionals don't need a Finra Series 7 license to manage money using these asset allocation models.

# 2: Asset allocation models for managing smaller portfolios.

In other words, we can manage your money according to any of our Models and / or Asset Allocation Software

You can hire us to manage your money, and / or advisers can hire us to manage their clients money, using our Model Portfolios and / or Asset Allocation Software.