We believe that intelligent, personalized, comprehensive and unbiased long term asset allocation is the foundation of high quality financial advice. One that seamlessly integrates traditional, illiquid and alternative investments to build better portfolios.
Active Allocator’s advanced algorithms further help you intelligently search from over 50 asset sub-classes that you may not already own, but may benefit from allocating to. In seconds, you identify such assets and figure out how much to allocate to them. This expands your choices in a quantitative, rational, fact based manner.