Get investment strategies that support stronger diversification, improved risk management, and greater return potential—with access to four primary investment categories through a single platform.
Recession-Resistant Portfolios, Proven Across Market Cycles.
Every client has different risk tolerance, goals, and investment interests. So rather than offering restrictive lists and pushing proprietary products, we’ve built the most flexible and diverse portfolios in the TAMP market:
Enhanced Risk Management
Gain exclusive access to 50+ proprietary tactical portfolios, powered by Sherman Research. These are built to reduce risk across business cycles—including Recession Resistant Portfolios built around Advance & Protect™ strategies.
Fiduciary Investing Freedom
Retain the freedom to custom-design portfolios for each client’s needs. We won’t steer you toward proprietary products or enforce restrictive investment lists.
Expanded Return Potential
Access a wide range of investment strategies designed to help your clients outperform the market while diversifying their investments.
Powered by Patented Research
Our tactical and alternative portfolios are driven by proprietary investment-trend research from Sherman Research, our affiliated research firm with patented methodology refined over decades. This is the same research that powers 50+ proven tactical portfolios, designed to pursue consistent risk-adjusted returns across full market cycles.
Four Investing Strategies. One Platform.
Active
Access our proprietary active investment portfolios built around nearly 40 years’ market experience.
Passive
Build the foundations of a strong portfolio with our proprietary passive investment portfolios.
Tactical
Adjust investments dynamically using tactics designed to increase recession resistance, seize emerging opportunities, and improve return potential.
Alternative
Generate 43% higher revenue than industry averages* with proven marketing systems and more freedom to focus on your clients.
Our outsourced chief investment officer (OCIO) service offers multiple control tiers—letting you save time and reduce your burden while maintaining the level of input and oversight you want.
Want to Drive 53% Higher Revenue Than Industry Average?
