The Next Generation
Asset Allocation Toolkit
for Financial Advisors
Portfolio Designer empowers advisors to confidently tackle real-world asset allocation on their own by guiding them through a series of sophisticated diagnostics and models in an intuitive workflow.
Modern Meets Practical
We offer cutting-edge techniques while ensuring a highly intuitive workflow for advisors. Our end goal is to provide advisors with a modern, transparent, and fully customizable investment process they can truly stand behind.
Powerful Client Engagement
Our 3D risk profiler enables advisors to build portfolios for their client's specific risk preferences and financial goals, all while creating a differentiated experience that will leave clients feeling engaged.
Cost Effective
Our robust asset allocation process allows advisors to cut the cord from outsourced solutions that cost clients on average over 40bps annually. For a nominal monthly fee you can build customized portfolios for an infinite number of clients.
We know humans aren’t rational robots with a single dimension of risk preference. Let our 3D risk profile system show you how to manage money for real people.
Everyone’s financial situation is different. Our balance sheet model systematically incorporates each client’s unique financial situation into the portfolio construction process.
You don't need 50 asset classes to do your job. Our asset selection models allow you to quickly see which asset classes add value and which are a waste of your time.
Forecasting can easily overwhelm the best investors. By deploying long histories and ensuring that the risk premia under consideration are indeed stable over long periods we can conveniently and intuitively frame forecasts around history.
Optimizers are powerful tools that quickly run afoul when misused. Our statistically sound asset selection and capital market forecasting tools allow for the robust use of an optimizer.
"This is the first asset allocation solution on the market truly empowering advisors to roll up their sleeves and build portfolios from scratch."
Zung Nguyen,
President, ZTN Consulting
"Portfolio Designer elegantly brings cutting-edge behavioral economics and advanced statistical tools to the financial advisor community."
Jeff Egizi,
Director of Research, Paladin Advisors
"David's vision for an educated and empowered advisory community is a welcome pivot from the big-box model portfolio trend."