Process
FormulaFolios are available as a Turnkey Asset Management Program (TAMP) via a growing number of independent broker/dealers and Registered Investment Advisors. We have developed a streamlined and technologically advanced method to deliver sophisticated portfolio management to investors.
FormulaFolios are custom tailored for each individual client using their unique financial goals. Our proprietary asset allocation algorithm takes into account each client’s Risk Profile, Investment Objectives, and Tax Qualification of their investments. The algorithm then automatically optimizes the ideal blend of 13 unique investment models to create a Custom FormulaFolio Asset Allocation.
The result is a portfolio that allows investors to confidently enjoy life knowing their investments are always being monitored to provide a perfect balance of return, risk management, and tax management.
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