This isn’t about making massive changes to the way you do business.
That’s overwhelming and complicated (and most of the time unnecessary).

This is about empowering you with the tools needed to give you more time, capacity and repeatable success over the long term and through various market conditions. 

1. RULES-BASED PORTFOLIO CREATION PROCESS
(with YCharts Software for Stocks, Funds & ETFs)

Maximize the usefulness of YCharts software with:

-       Effective model screening methods
-    Translation of successful existing selection criteria into a rules-based process

There’s no question that there are certain attributes that have proven themselves historically as leading indicators of appreciation in normal market environments. It’s our job to help you develop repeatable processes using these attributes and eliminating other factors to provide refined security selection.

2. MUTUAL FUND MODEL CONSTRUCTION
(DSC selection listing)

Save time by adopting repeatable processes that:

-       Provide substitutions for DSC funds without constant evaluation
-    Short-list preferred mutual fund families to create built-in efficiencies for transfers

3. ETF SELECTION MODEL

Safeguard your practice with fee-based strategies that:

-       Provide key strategies when managing ETFs to help maximize risk-adjusted returns
-    Help with transparency to prepare for CRMII disclosure
-    Offer cost savings and diversification benefits

4. ASSET ALLOCATION GUIDANCE

 Harness the power of asset allocation in any market by:

-       Having quantitative direction that helps model appropriate asset allocation at any given time in specific market environments
-    Understand general guidelines to help minimize risk and deliver stronger returns over the long term