Start with a FINIAT strategy.
Choose from FINIAT’s professionally managed ETF strategies, each built around a defined investment objective and powered by Intelligent Allocation®.
Explore the strategies ↗Investment Strategies · Our approachA clear philosophy.
A clear philosophy.
A disciplined investment process.
Every portfolio starts with a purpose. Explore the principles behind FINIAT’s portfolios, the systematic process that guides allocation decisions as markets change, and the flexibility to personalize portfolios around your clients’ needs and broader investment plans.
Investment philosophyConviction in the process.
Conviction in the process.
Flexibility in the portfolio.
We believe long-term investing requires both participation and adaptability. Markets change, but investment discipline should remain consistent. Our approach combines clearly defined portfolio objectives with systematic, evidence-based decisions—seeking to remain invested, adjust exposures as conditions evolve, and manage downside risk along the way.
01 / PURPOSE BEFORE POSITIONINGEvery portfolio needs a clear purpose.
We believe investment decisions should begin with the client’s objectives. A portfolio’s role, risk profile, and flexibility should reflect the needs it serves within the client’s broader investment plan.
02 / DISCIPLINE OVER EMOTIONDiscipline should guide decisions.
We believe investment decisions should be grounded in evidence and consistent mathematical rules. Human judgment establishes the investment framework; systematic allocation helps reduce the influence of fear, greed, and emotional reactions as markets change.
03 / PARTICIPATION WITH FLEXIBILITYParticipation is the priority. Flexibility supports it.
We believe in staying invested and pursuing market upside as consistently as conditions and portfolio objectives allow. Our long-biased approach seeks to maintain participation, adapt toward defensive exposures when appropriate, and restore growth-oriented positioning as market signals evolve.
04 / DOWNSIDE AWARENESSManaging risk is part of pursuing opportunity.
We believe downside management belongs within the investment approach from the outset. Responsive allocation, defensive exposures, and buffered ETFs where appropriate provide complementary ways to manage risk while keeping the portfolio’s long-term objectives in focus.
The process · Intelligent Allocation®A repeatable process
A repeatable process
for an evolving market.
01
Choose ETFsDefine the universe
02Set Exposure LimitsSet each ETF’s min & max
03Dynamically AllocateAlgorithms take over
04Continuously AdaptStay on course with client goals
HUMAN INPUT / ELIGIBLE ETFs
Choose the ETF universe.
The advisor selects the ETFs available to the portfolio. Start with a FINIAT strategy, modify an existing strategy with FINIAT, or define an advisor-built ETF portfolio.
One engine / Three ways to buildYour portfolio framework.
01 / FINIAT STRATEGIES 02 / MODIFIED FINIAT STRATEGIES 03 / ADVISOR-BUILT PORTFOLIOS
Your portfolio framework.
FINIAT’s allocation engine.
Tailor an existing strategy.
Work with FINIAT to adjust a strategy’s ETF universe or exposure limits to better align with your clients’ objectives and your investment approach.
Discuss a modification ↗Build your own portfolio.
Define the ETF universe and exposure limits around your investment approach. Intelligent Allocation® manages allocations within those boundaries, supporting the portfolio you design.
Discuss your portfolio ↗From the process to the portfolio
Explore our featured strategies.
A selection of FINIAT’s most popular strategies. Explore additional strategies or work with us to tailor a portfolio to your practice.
The strategy collection
Explore our featured strategies.
A selection of FINIAT’s most popular strategies. Explore additional strategies or work with us to tailor a portfolio to your practice.
Growth
FINIAT Growth Equity
Rotate among domestic equity growth ETFs through FINIAT’s proprietary algorithmic process, using volatility and market-regime signals to pursue growth with a systematic approach to risk management.
Explore the strategy ↗IncomeFINIAT Income
Actively allocate across different areas of the income markets through ETFs, using FINIAT’s proprietary algorithmic process to pursue income and manage portfolio risk.
Explore the strategy ↗AlternativesFINIAT Crypto & Gold Rotation
Seek participation in Bitcoin and Ethereum through ETF exposures, with flexibility to rotate toward gold and bonds as market indicators change.
Explore the strategy ↗Allianz × FINIATFINIAT Allianz Dynamic Buffered ETF
A rules-based strategy that rotates among AllianzIM buffered ETFs as market volatility and risk conditions change, balancing equity participation with a deliberate approach to downside risk.
Explore the strategy ↗More strategies. More ways to fit your practice.
These four are a starting point. Talk with FINIAT about the full lineup, modifications to existing strategies, or a custom ETF portfolio.
Let’s put the process to workYour expertise.
Schedule a Conversation ↗Your expertise.
Our capabilities behind you.
See how FINIAT’s investment management and advisor technology could support your firm, simplify your workflow, and complement the way you operate.