FINIAT Investment Strategies

Help clients pursue growth and income with ETF rotation strategies guided by FINIAT's Intelligent Allocation process. Bring a disciplined approach to portfolio decisions and more clarity to the conversations that matter

Active Investment Strategies and Buffered ETF Research and Solutions

Adaptive. Systematic. Aligned.
Powered by Intelligent Allocation®

Active Strategies:

Intelligent Allocation® monitors volatility, momentum, and macro conditions to anticipate shifts in the market.

Explore our Strategies

Buffered Solution

Bring buffered ETFs into client portfolios with a professionally managed model designed to simplify selection, allocation, and ongoing monitoring. Spend more time guiding clients with a clear investment process behind you.

Buffered Solutions

Challenge

The Challenge with Static Models

Markets Change, Portfolios Should Too.

Traditional models and risk-based frameworks stay fixed even as volatility, momentum, and macro conditions shift. Advisors are then stuck playing defense, explaining losses that could have been mitigated with a more dynamic approach. This ultimately leads to eroding client confidence in an advisor’s ability to adapt.

Performance

Empowering Advisor Performance

Institutional-grade management, built for scale.

Proactive Framework

Apply a repeatable, risk-managed process across your entire book of business. Intelligent Allocation helps you stay ahead of shifting markets, so you can position portfolios proactively rather than explaining losses reactively.

Personalization at Scale

Tailor exposures for individual clients ESG filters, concentrated stock adjustments, or income tilts without sacrificing efficiency or risk controls. Advisors can offer truly customized solutions while maintaining operational consistency.

Trusted Positioning

Demonstrate a disciplined, systematic approach that reinforces your role as a proactive steward of client wealth. With transparent process and adaptive signals, you can clearly show clients how your expertise adds value in real time.

Confidence

Client Confidence in Every Market

Portfolios adapt to market stress while pursuing growth, delivering smoother returns and clarity for clients. Proactive adjustments enhance trust, highlight advisor expertise, justify fees, and provide a consistent, confidence-building investment experience across cycles.

How the Strategy Works.

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Define the opportunity set

Build from an ETF universe aligned with the strategy's income objective

Evaluate the allocation.

Consider how holdings contribute to the model and how their risks interact.

Monitor and adapt

Review holdings daily and make disciplined allocation changes when model signals warrant them.

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FINIAT Investment Strategies

FINIAT combines quantitative research with ongoing model management to support your investment offering. Our Intelligent Allocation process evaluates market conditions and adjusts ETF allocations within defined strategy parameters.

Risk Managed Growth

The FINIAT Growth Strategy uses a focused universe of equity ETFs and a quantitative process to determine allocations. The model evaluates holdings daily and adjusts weights within established position ranges as its signals change.

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Buffered ETF's Simplified

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Buffered Explanation

Income-focused, risk-managed(aware?)

Family offices require sophisticated, tailored solutions that align with multi-generational wealth needs. FINIAT provides flexible tools to customize portfolios, apply values-based filters, and deliver high-touch service backed by institutional-level discipline.

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Institutions

Larger firms and institutions seek efficiency, scale, and innovative strategies that strengthen advisor offerings. FINIAT integrates seamlessly into existing workflows, enabling organizations to provide their advisors with differentiated technology and create new revenue opportunities.

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FINIAT Investment Strategies

Active Investment Strategies and Buffered ETF Research and Solutions

The Challenge with Static Models

Markets Change, Portfolios Should Too.

Empowering Advisor Performance

Client Confidence in Every Market

Client Confidence in Every Market

Personalization. Proactivity. Clarity.

Intelligent Allocation works alongside Intelligent Indexing and AI Insights to form FINIAT’s complete advisor technology suite — helping you deliver institutional-grade strategies, enhanced efficiency, and client-ready communication at scale.

FINIAT Investment Strategies

Risk Managed Growth

Buffered ETF's Simplified

Income-focused, risk-managed(aware?)

Institutions

Future-proof your allocation strategy. Learn more today.