Tens of thousands of Financial Advisors trust an investment committee’s house view and place Trillions of $ of client money in so called ‘model portfolios’. At ActiveAllocator, we analyzed and modeled many firms’ published views using their own long term Strategic Asset Class assumptions. We can now quantitatively demonstrate that such allocations are flat out wrong – this is bad advice.
Trust but verify.
Best of all, any Financial Advisor can now do this on her own in minutes at ActiveAllocator.
Better Financial Advice.