Numetrix Capital provides financial professionals and their clients with comprehensive portfolio solutions utilizing a multi-manager, multi-strategy approach.
All Numetrix programs are designed to:
- Select the money managers/strategies utilized within portfolios
- Monitor the performance of the managers/strategies relative to the stated objectives and benchmarks
- Adjust the use of managers/strategies when appropriate
- Manage Risk on a daily basis
One of the most difficult decisions financial advisors face is which investment managers and strategies to employ – and then when to make changes or adjustments. We believe it is vital to recognize that these decisions are part of a client’s investment risk paradigm. And traditionally, advisors have been forced to take on these “selection” and “timing” risks by themselves. No more.
At Numetrix, we take responsibility for the “selection” and “timing” risks. Numetrix decides which manager and which strategies to utilize within each program. Numetrix monitors the managers and strategies on an ongoing basis. And Numetrix decides when adjustments need to be made.
Numetrix Portfolio Solutions
Numetrix offers the following multi-manager, multi-strategy portfolio solutions:
All Numetrix programs are designed to manage risk, diversify across multiple managers, strategies and time-frames, and adapt to changing markets.