Author: sarahunderwood

Example Investment Product

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This is an example post. It’s different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:

Hi there! I’m a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like piña coladas. (And gettin’ caught in the rain.)

…or something like this:

The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.

As a new WordPress user, you should go to your dashboard to delete this page and create new pages for your content. Have fun!

Issues with asset class based portfolio construction: An analysis of mutual fund characteristics

Posted onAuthorsarahunderwood

Authors: Chong, J., Jennings, W. P., and Phillips, G. M
Published: 2015
Journal: Journal of Wealth Management, 18 (3), 37–52

Chong, J., Jennings, W. P., and Phillips, G. M. (2015). Issues with asset class based portfolio construction: An analysis of mutual fund characteristics. Journal of Wealth Management, 18(3), 37–52.

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Stutland Volatility Group

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Stutland Volatility Group provides option, concentrated position and diversified portfolio strategy consulting services to institutions, family offices and advisors seeking direction on overlay investment strategies. Stutland Volatility Group also provides comprehensive portfolio analysis and option overlay strategies for individuals who wish to take advantage of market changes in volatility.

fi360

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fi360® is the recognized expert on investment fiduciary responsibility and offers advisors and institutions comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of the fiduciary standard.

The fi360 Toolkit for Advisors is a powerful web-based analytical and reporting software solution that offers more than 20 different areas of functionality to help advisors deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to their clients. Its powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client’s lineup, as well as a proprietary fi360 Fiduciary Score® that rates its suitability as a prudent investment choice.

fi360 and MacroRisk Analytics have formed a strategic relationship that provides MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors in addition to a 10% discount on the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) Designation Training programs. The AIF and AIFA Designation Training programs offer the most comprehensive education available on investment fiduciary responsibility and are delivered to thousands of investment professionals every year. For more information, call 866-390-5080 ext.228 or email solutions@fi360.com.

TD Ameritrade Institutional

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TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to grow and manage their practices more efficiently and effectively, while optimizing time with clients. We provide a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

Click here for an informational video

TD Ameritrade, Inc. and MacroRisk are separate, unaffiliated companies and they are not responsible for each other’s services and products. ‘Veo® Integrated’ is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of, MacroRisk’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by MacroRisk. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC.
Veo is a trademark of TD Ameritrade, Inc, Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Advisors Assistant

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Advisors Assistant® has been the leader in Client Management Software(CRM) since 1985. A powerful marketing tool that increases sales, streamlines office efficiency, and helps you build rapport with clients to keep them from straying to other advisors. Contact Management and Portfolio Management in One Powerful Program. Advisors Assistant’s innovative screens make it very easy to communicate with clients on a regular basis. Also tracks client investments, performance and downloads investment transactions from DST FAN Mail, Fidelity/NFS, LPL, Pershing, TD Ameritrade, Schwab and many others. Choose either the Web Based or the Computer Based Program. FREE 800 Line Support & Updates.

Shareholders Service Group

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Shareholders Service Group provides a wide array of service, support and resources to help manage independent advisory practices. Services span from client service teams to help manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, reporting and investment research.