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We Help Position Advisors to Thrive not just Survive

If you are only offering typical asset class diversification, then you live and die by what the markets do. Our Advanced Portfolio Intellect is different, it allows our advisors the ability to promote a new line of thinking, a view that true future returns will rely on algo systems and those that employ them.

Employing Dated Tactics

Investors are still relying on the conventional investment strategies of buy and hold (asset allocation) and active management (professionally managed or DIY) to navigate the new global equities market. The unfortunate reality is that both strategies fall short, and investors are ultimately going to pay the price.

Buy and hold assumes that the investor and investment professional are emotionally strong enough to ride out market volatility throughout a full bull and bear market cycle. DALBAR, Inc., the financial community’s leading independent expert for evaluating, auditing and rating customer performance, once again proved in its 2016 Quantitative Analysis of Investor Behavior (QAIB), that buy and hold doesn’t work for average investors, as they are “loss averse” and simply don’t have the emotional strength to withstand market volatility [DALBAR]. As a result, investors are selling low, buying high, and ultimately failing their investment plans.

Today’s Options: Chase Returns or Employ API

These multi-faceted challenges have created an investment environment of uncertainty, diminishing returns, and the willingness to chase returns while assuming significantly greater risk. Investors need to be reminded that assuming more risk does not always equate to higher returns and in fact, could result in financial hardship.

In response to the quest for sustainable solutions, an innovative, viable strategy has emerged: Advanced Portfolio Intellect (API). It is designed to help navigate the complexities of the new global equities market by providing the investor with overall risk management perspective beyond their portfolio makeup.


Our Commitment

We want to be your “End Game” when it comes to growing and positioning your practice. With our experts in advanced portfolio intellect, our team provides you with one sophisticated solution that positions you the advisor for what is to come.
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Get in Touch with Us

1950 Rockledge Blvd, Suite 201
Rockledge, FL 32955
Phone: +1 (855) 392-1274
Email: [email protected]