Your clients don’t need your help to build a generic 60-40 portfolio on their own. To justify your fee in a world where anyone can run an ETF screen or let a robot do it for them, you need to offer at least the hope of better outcomes than what the random walk provides. That’s where smart asset allocation comes in.
But weighing every percentage point of the portfolio can overwhelm anyone, especially when the markets get volatile and you have a lot of other responsibilities on your plate. And not everybody is a world-class strategist. That’s why model portfolios evolved as a way for any advisor to import world-class allocations across all the asset classes that matter.
But weighing every percentage point of the portfolio can overwhelm anyone, especially when the markets get volatile and you have a lot of other responsibilities on your plate. And not everybody is a world-class strategist. That’s why model portfolios evolved as a way for any advisor to import world-class allocations across all the asset classes that matter.
And of course they’re just a foundation. Unlike ETFs where you’re a prisoner to the index, the model portfolio allows for customization. Overweight a sector. Underweight a stock. Trade around market conditions or client considerations. The model can do all the work. But if you like, you can refine the model and take all the credit.
Here's how to take your “practice” to the next level and become an opera virtuoso. Offer clients access to the best and brightest asset managers in America with this new complimentary selection guide to Model Portfolios & SMA Strategists.
We’ve done all the groundwork for you. Now is the time to get the money moving.
Here's how to take your “practice” to the next level and become an opera virtuoso. Offer clients access to the best and brightest asset managers in America with this new complimentary selection guide to Model Portfolios & SMA Strategists.
We’ve done all the groundwork for you. Now is the time to get the money moving.
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