Robo-Advisors Help Investors Peek Behind the Curtain

Indexes: We offer low cost Separately Managed Accounts (SMA’s) to invest in our custom S&P indexes. (Value/Quality Index, Momentum/Growth Index Smart Income Index, model portfolios for advisors Low Beta Index, Size Index, All Cap Multi-Factor Strategy, Large Cap Multi-Factor Strategy. Another way to access our custom indexes is to license them. Please contact us to see what solution is best for you.Model Portfolio: We offer low cost Licensing of our proprietary portfolio (ETF Model Portfolio). Also, we can do a Separately Managed Account (SMA) with this model. This model has a 10 plus year track record.Pension: We offer low cost Licensing of our proprietary portfolio (ETF Model Portfolio). Also, we can do a Separately Managed Account (SMA) with this model. We have been working with large institutions for over 30 years. This model has a 10 plus year track record. Please contact us to see if an SMA or Licensing agreement is the best solution for your pension needs.

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