SMArtX Investment Solutions
Soup-to-nuts advisor support from investment strategy and client communications to asset allocation and manager selection to complete portfolio management
Need asset allocation and portfolio construction support but don’t want to hire?
SMArtX Investment Solutions can fill that gap, offering you a Chief Investment Officer resource – or any service components within – at a price point well below what it would cost to hire a junior-level investment analyst.
A robust suite of offerings to support your investment process
a la carte or full-course meal
The SMArtX Investment Solutions offering is comprised of modular components that can each add value on their own, be mixed and matched to fill current gaps or consumed in their entirety offering a robust investment philosophy for your investment practice.
Market Strategy: Providing multi-horizon asset allocation guidance supported by strategic (10-year) capital market assumptions (via the annual Long-Term Outlook) and tactical (one-year) trade ideas (via the monthly Market Stance), rounded out with a quarterly Market Review and ad hoc Market Brief publications. Leverage our research with your investment committee to deliver risk-adjusted returns.
Market Communications: Covering client communication needs through the private labeling of our publications and the availability of our investment team for client events and presentations. Let our experts be your experts.
Portfolio Strategy: Offering manager selection and portfolio construction services – utilizing the SMAs on the SMArtX platform and beyond. Work with our portfolio strategists to develop optimal manager combinations.
Portfolio Management: Taking full control of the portfolio management process through our proprietary BASE portfolios and/or our custom sub-advised portfolio solutions – all built on our market and portfolio strategy foundation. Adopt a robust investment philosophy and turnkey portfolio management process.