How A Model Is Created From Start To Finish


  • Computer based testing helps test robust nature of investment group.

    The computer selects a minimum holding period for the fund grouping.

    When computer testing passes specified criteria the model is released to software inventory for Investment Advisor consideration.


  • We create grouping based on objective. (conservative, core, moderate, growth)

    We organize groups based on results from fundamental Analysis.

    We perform a review of investment overlap to check diversity.

    Begin computer testing to validate performance across many market cycles.


  • Investments that pass the first two steps are further limited by expense features

    We perform in-depth reviews of investment policies and trade limitations

    We compare fundamental characteristics with indexes and peer groups.

    Select list of investment products provide diversification by asset class and style


  • Multiple objectives of Conservative, Core, Moderate and Growth are used as labels for the models. (All Growth Categories)

    Once objective is selected, we filter investments according to volatility and potential drawdown.

    We study volatility of investment over 5 year cycles.

    We perform correlation studies to indexes and benchmarks for final determination.


  • We conduct multiple broad searches to narrow the list of potential candidates.

    Investments meet a 5 year track record history to enter as a potential candidate.

    Focus on managers that consistently perform with High Alpha rankings

    We evaluate Beta, Performance History, Basic Risk Rankings and Market Capitalization.