Take your clients beyond plain vanilla ETFs or conventional mutual funds that proved they don’t outperform when the market gets bumpy. Here's how to take your “practice” to the next level and become an opera virtuoso. Offer clients access to the best and brightest asset managers in America with this new complimentary selection guide: Model Portfolios & SMA Strategists Manager Profiles.
You don’t have to become a world-class investor to keep your clients happy. All they want to hear is that you’re a master of delivering hundreds of top performing solutions from both big names in the industry such as BlackRock and Invesco plus hard-to-find boutique managers that have delivered consistent performance with managed risk year after year.
Plus, gain access to The Wealth Advisor's Best Performing Model Portfolios and SMAs rankings.
You'll learn all about the top performers you need to know about: the ones that held up better than everyone else in the bear market (or even made money!) or are bouncing back faster than their benchmarks in the recovery. And of course, we have detailed data on the strategies that simply make more money across the cycle, boom to boom and bust to bust.
We’ve done all the groundwork for you: expense ratio, drawdown, Sharpe Ratio, standard deviation, tracking error, vehicle AUM and allocation style. Now is the time to get the money moving
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