Model Portfolios + Strategists

World-Class Technology and Institutional-Caliber Investment Capabilities Make Emotomy a Winning Platform for Gaining and Retaining High-Net-Worth Clients

Winning more high-net-worth clients is at the top of most advisors’ wish lists. But it’s hard to find the time to pursue them when advisors are dealing with the stress of completing everyday tasks that don’t drive home their added value. Updating asset allocation spreadsheets. Researching mutual fund and ETFs. Placing trades. Rebalancing portfolios. Dealing with cumbersome onboarding and operations challenges.

Rareview: Don't React Haphazardly To Fed's Hawkish Pivot

Using our Federal Reserve model, we can “digitally” recreate hundreds of scenarios that are priced into the US interest rate market.

Auour: The Siren's Song Of Low Interest Rates

We sit with a 20% allocation to cash across our strategies, expecting better opportunities to move back into a fully invested position.

iSectors: The Case For Inflation

Powell’s “Hawkish shift” is taken as a sign that inflation will recede. But in 1980, the ten-year rate stayed 5-10% above inflation for four years.

Morningstar Managed Portfolios: Worried About a Market Downturn? Remember Your Goals.

It's important for investors to reflect on their own experience with risk. One helpful way of doing so is to distinguish between small and large risk.

Flexible Plan: Risk Management Is Not Just For Retirees

For passive buy-and-hold investors, a singular market event like the 2008 crash can push retirement dates back while drawdowns are resolved.

Presto! Wealth Advisor Fires Up its Model Portfolio & SMA Strategists Selection Guide Offering Advisor No-Cost Access to Over 400 Models Managing $40 Billion in Assets

Maybe you’re already using TAMPs or working with model-only investing. Maybe you’ve been allocating client assets on your own, diverting time and attention from other aspects of your practice during the pandemic. Either way, it’s time to reposition. And it’s time for our first Model Portfolio & SMA Strategists Selection Guide.