Independent wealth management firm Sumnicht & Associates, LLC, announced the availability of iSectors Post-Modern Portfolio Theory (Post-MPT) asset allocation models. The model is available for investors through registered investment advisers (RIAs), according to a release.
iSectors offers two Post-MPT Allocation models that provide low correlation to stock and bond markets. The allocations are offered in separately managed account format with various custody options. The company said this model improves upon the traditional post-MPT approach by allocating among asset classes that are much less correlated than traditional capitalization-weighted methodologies.
“During the current market environment, investment advisers are looking for new, innovative solutions to help their clients’ core portfolios by improving returns without taking on excessive risk,’ said Vern Sumnicht, president and CEO of Sumnicht & Associates. “We’ve seen great success using iSectors in our clients’ accounts and are excited to now offer these allocation strategies to other advisers and their clients.’
The allocation models can also be integrated with a broader outsourcing system. The iSectors allocation models are built into a turnkey asset management platform that also provides performance, allocation, holdings, billing, tax, and other reports.
More information is available at www.isectors.com.
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