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.
Buffered ETFs Simplified
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.
Risk-Managed Income
The FINIAT Income Strategy uses ETFs to allocate across different areas of the income markets. Its quantitative framework evaluates exposures and adjusts model weights within defined parameters as conditions change. Holdings can extend beyond traditional bonds. Review each exposure's role and risks within the model.
Crypto and Alternatives. With Discipline
When clients ask about alternative investments, like crypto currency, they need help connecting the opportunity to their financial plan. Volatility and strong opinions can make allocation decisions emotional. A defined process gives you a clearer starting point.
