Investment Model Software

Investment Model Portfolios:
Consumers and investors - this investment software is the solution if you, or your advisor, keeps losing too much money. Over eight years of returns are shown for the Fee-Based model and over four years for the All-No-Load Mutual Fund and All-Load Mutual Fund models. This is a superb turnkey system, for both the professional advisor and the individual investor, that want to build a long-term, very low transaction, low risk, well diversified and allocated portfolio that matches investment risk-tolerance.

It comes with the mutual funds professionally selected to best represent all of the 16 asset classes. It also compares how the allocation models are doing compared to a model of benchmark indices (the only proper way to compare portfolios to the markets). The five allocation mixes match the five most commonly used investor risk-tolerance categories (determined via the fact finding tool below: Conservative, Moderately Conservative, Moderate, Moderately Aggressive, and Aggressive).

There are eight versions of the model portfolios, for a total of 29 model allocations. Financial advisors: This is a marketing must if you practice asset allocation, use portfolio models, or want to start (and look like you've been doing it for years). It has been approved by three BD compliance departments so far. Financial advisor software for constructing asset allocator models for low-to-medium-net worth clients. Download free enlightening text discussing mutual fund allocation, and how to use them to prospect for new investment management clients.