Market Insights from
Machine Intelligence
Investment Strategies
for Financial Advisors
A Robust, Data-Intelligent Investment Strategy
Market Insights
Monthly data intelligence report provides insights on asset allocation
Understand how the strategy adapts in good and turbulent market
Share insights with your clients
Adapts to Market Realities
Continuously balances market risks and opportunities
Captures asset class uptrends while staying away from risks
Positive returns during both dot-com crash and financial crisis
Easy to Implement
Uses low cost, highly liquid ETFs
Easy to implement in a client portfolio
Adjust portfolio holdings once a month for simplicity
Built for Investment Advisors
The world of investment management is changing for the better. Recent advances in FinTech and artificial intelligence can provide timely insights into market risks and opportunities. These insights, combined with an advisor’s trusted guidance, can make a world of difference to investors, their perception of the markets and the performance of their portfolio.
Advisors make two important pledges to their clients
- Always put their client’s best interests first
- Become their client’s trusted coach and confidant regarding their personal financial matters.
Supporting the Advisor’s Pledges
We bring investment advisors the best that technology can offer to help create the finest service for their clients. We deliver data intelligent market insights to be used in the advisor’s practice along with an investment strategy that implements these insights very precisely using ETFs. The combination of data intelligence, insights and strategy gives advisors an important tool to further build client trust and augment their conversations during client meetings.
These insights help sweep away the noise of daily financial news and stay focused on what truly matters: the client’s financial future, and how to get there.
Contact us to learn more. We’ll be happy to share our insights with you.
