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Asset Dedication
the book.

Learn the concepts and history of the asset dedication strategy along with the statistical evidence going back to 1926 that supports the claim of its superior performance compared to the fixed formula asset allocation approach of model portfolios.

 
 
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Welcome to Asset Dedication, LLC

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Investment Portfolio Experts Independent Advisor Solution

Asset Dedication provides an outsourced investment management solution for select independent financial advisors.  Our innovative investment strategy complements your financial planning approach by integrating quantitative and behavioral finance.  We engineer each portfolio specifically to your client - linking investments to the financial plan you develop.

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Working with us
Discover how outsourcing investment management will help you grow your business and better serve your clients

Learn More
Explore the academic foundation and real-world application of our innovative investment strategy

Individual Investors
Find an advisor who can help you enjoy the benefits of Asset Dedication

News
Read our recent article from Financial Planning Magazine

Blog
Coming in mid-2008

 
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