FormulaFolios are available through a select group of independent broker/dealers and Registered Investment Advisors. We have developed a streamlined and technologically advanced process to deliver sophisticated portfolio management to investors using a Secure, Smart, and Simple approach.
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 7 unique investment strategies to create a Custom FormulaFolio Asset Allocation.
We rigorously screen money managers before implementing them into our customized asset allocation driven portfolios. Each manager must exhibit a strong history of delivering consistent, risk adjusted returns; as well as operate based on a strict rules based methodology.
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.