Blending Multiple Strategies, Methodologies, and Managers To Suit Advisor Needs
In the investment management business, the days of “one size fits all” are long gone. Today there is a vast array of investment strategies available, making portfolio design both flexible and challenging.
Numetrix believes that developing multiple methodology, multiple strategy, and multiple manager portfolios represents a modern approach to diversification.
When developing a multi-strategy, multi-manager, multi-methodology portfolio, there are many questions to be addressed. For example, which strategies are most appropriate for growth. balanced, and/or conservative investors? Which strategies work best together? Which don’t?
To assist advisors in developing portfolios that fit each client’s needs, goals, and risk tolerance, Numetrix offers customized portfolio design services.
Contact us today to customize a multiple strategy portfolio.