Numetrix “Selects” is our flagship investment allocation program.
Aptly named, the key feature of the “Selects” program is Numetrix takes complete responsibility for selecting, monitoring, and adjusting the appropriate mix of managers and strategies utilized in the portfolio.
Unique to the investment advisor community, the “Selects” program employs algorithmic “selection engines” to unemotionally and systematically determine which of the firm’s 55+ investment strategies should be utilized at any given time. “Selects” then monitors and adjusts the managers and strategies within the portfolio on an ongoing basis.
The overarching goal of the “Selects” program is to keep clients allocated to the firm’s top rated strategies at all times.
Description: Unconstrained, growth oriented, actively managed program incorporating an algorithmic manager allocation system
Time Frame: Short and Intermediate-term
Managers: Selection Engine-determined, Investment Committee oversight
Offered At: Interactive Brokers, Trust Company of America
Minimum Account Size: $50,000
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Adapts to Changing Market Conditions
In addition to targeting consistent returns, the “Selects” approach affords the portfolio the ability to automatically adapt to changing market conditions. When market conditions change, the managers/strategies utilized within the portfolio automatically adjust as well.
Leave the Driving to Us
The trend in the investment management business today is for firms to create a dizzying array of product offerings. However, this makes the process of product selection challenging for advisors and clients alike. With so many products to choose from, the “selection risk” is effectively transferred from the firm to the financial advisor and their clients.
With Numetrix “Selects,” advisors/investors can simply “leave the driving to us” as Numetrix takes on the job of selecting, monitoring, and adjusting the appropriate mix of managers and strategies used in the portfolio.
“Selects” is intended to be a singular, diversified, multi-manager, multi-strategy solution. Instead of the advisor deciding which strategies to utilize, the job is turned over to computer algorithms. Thus, the “Selects” program takes the worry out of trying to decide which program or combination of programs to own and then, perhaps more importantly, when to make changes to those holdings.
With the “Selects” program, Numetrix takes care of these decisions for you, month in and month out, quarter after quarter, year after year.