

Weighted® portfolios. Ingeniously leveraging diversification’s
unique ability to reduce risk.
Weighted® portfolios. Ingeniously leveraging
diversification’s unique ability to reduce risk.
Accordingly to research published in the
Journal of Indices Article

advisor practice into a digital financial enterprise
a financial advisor practice into a digital financial
enterprise

Portfolio Backtesting Engine
strategy or objective to be programmed for back-testing execution and automation.
Engine allows any instrument, strategy or
objective to be programmed for back-
testing execution and automation.

investor risk profile input can be used to automatically
parameterize the portfolio and for any given buy list.
Diversification Optimization™ ensures a sensible output.
And, our Institutional RoboAdvisory executes and
automates that strategy on an ongoing basis.