FINIAT has provided the solution to managing client assets in these increasingly complex financial markets. The algorithmic models automate the decision-making process of when to buy or sell a position. The quant-driven technology prevents decisions from being influenced by an advisor’s own emotions of fear or greed Read more ective and rational trades. Clients have never experienced this level of adjustments made to their accounts! Clients are sharing their experience and referrals are calling our office wanting to learn more! We have truly been amazed by the number of calls we have received. An individual who recently became a client called to refer us to his father. This client was impressed by the adjustments made to the holdings in his own accounts since being opened, which rarely happened when working with his former advisor. Utilizing FINIAT technology in client accounts has not only enabled us to totally differentiate our advisory practice from the competition, but more importantly has strengthened our client relationships by gaining a deeper trust, which in turn has led to more referrals.

FINIAT instills confidence in objectively managing allocation considerations to better manage risk. The process helps us identify emerging trends to lean into, and should that trend persist, continue to increase exposure. More importantly, FINIAT helps us avoid the worst areas of the market, resulting in superior risk adjusted returns. Rob and his team at FINIAT have created and continue to improve a high-quality, dependable risk management process that is a tremendous resource for us and our clients at TWG. Clients have never experienced this level of adjustments made to their accounts! Clients are sharing their experience and referrals are calling our office wanting to learn more! We have truly been amazed by the number of calls we have received. An individual who recently became a client called to refer us to his father. This client was impressed by the adjustments made to the holdings in his own accounts since being opened, which rarely happened when working with his former advisor. Utilizing FINIAT technology in client accounts has not only enabled us to totally differentiate our advisory practice from the competition, but more importantly has strengthened our client relationships by gaining a deeper trust, which in turn has led to more referrals. Clients have never experienced this level of adjustments made to their accounts! Clients are sharing their experience and referrals are calling our office wanting to learn more! We have truly been amazed by the number of calls we have received. An individual who recently became a client called to refer us to his father. This client was impressed by the adjustments made to the holdings in his own accounts since being opened, which rarely happened when working with his former advisor. Utilizing FINIAT technology in client accounts has not only enabled us to totally differentiate our advisory practice from the competition, but more importantly has strengthened our client relationships by gaining a deeper trust, which in turn has led to more referrals.