Expanded expertise and service for your firm. More time for client-facing activities for you.
More and more today, advisors are turning to outsourced solutions in order to expand their firm’s investment management services and create more time for client-facing activities.
Whether advisors are seeking to (a) outsource investment management functions, (b) create white-labeled portfolio strategies, (c) augment their existing portfolio management offerings, (d) introduce risk-managed strategies, or (e) custom-build portfolios on an as-needed basis, Numetrix can be of assistance.
Numetrix members have assisted advisors in developing a multitude of customized solutions. Some of the most common services provided to advisors include:
- White-Labeled Investment Models
- Risk-Managed, Tactical Portfolio Solutions
- Ongoing Portfolio/Model Management
- Asset Allocation Design
- Customized Client Portfolios employing a modern approach to portfolio design
- Investment Committee Participation
- Sales Support
- Market Model Design
If you are looking for assistance with portfolio management, a Numetrix consultant can help.