Many advisors that use model portfolios in their practice choose to use their own, which can lead to challenges. Our Head of Advisor Innovation, Brad Shepard, explains the main advantages that advisors experience when using third-party models with their clients.
Many believe that the election results and corresponding current events suggest the markets may return to a similar environment as over the past few years. Against this backdrop, Scott Welch makes the case for investors to position their portfolios toward disruptive growth.
Trying to outguess the market is, in the end, a fool’s game. Scott Welch explains why he believes instead that investors should seek to build strategic “all-weather” portfolios that can handle whatever comes their way over full market cycles.
One benefit of model portfolios for advisors is being able to offer clients the potential to generate various flavors of alpha. Ryan Krystopowicz highlights the five flavors of alpha that advisors can find in our Model Portfolios.
We believe investing in disruptive markets is a long-term trend that is here to stay. Ryan Krystopowicz and Kara Marciscano provide investors will the toolkit they need to position their portfolios toward innovative and disruptive markets.
In the final months of 2020, many investors may want to re-examine their portfolio’s current positioning. Our Model Portfolio Investment Committee provide investors with actionable ideas for the current market environment.
We believe that “market disruption” as an investment theme is more than just a fad, and it is likely to become a long-term investing trend. Scott Welch provides a solution for advisors who have clients seeking to engage in the “market disruption” theme from an investment perspective.