Our investment approach to building the passive portfolios centres around the use of intelligent and evolving technology.
The results are a range of dynamic passive portfolios built around adaptive asset allocation and intelligent fund selection which aims to reduce the overall costs by investing entirely in Exchange Traded Funds.
We then deploy our Systematic, Signal Driven and Targeted Risk approach in order to create a Transparent, Low Cost and Liquid range of Model Portfolios.
A range of passive model portfolios that are smart and complex in their construction yet easy to understand with clearly defined monetary and risk targets. Portfolios that can be communicated succinctly to your clients as part of your broader financial planning service.