Newsletter subscription status

z
Portfolio Builder Login/Register AdvisorSpace Login/Register
Follow Us
Subscribe to our mailing list
  • About Us
  • How it Works
  • Engineered Portfolio Solutions
  • News
  • Events
  • Contact Us
  • fedex wordpress templates
  • optiplex390 ecoupons

Linking Investments

to the Financial Plan

Asset Dedication separate account portfolios are engineered to match the investments to the financial plan you develop for your clients. Our fixed income portfolios deliver predicable cash flows and protect principal for reinvestment using a liability driven investing (LDI) approach.
af af af
« Older Entries
Portfolio Solutions
Portfolio Solutions
Defined Income Separate Account

An individual bond strategy designed to protect principal and generate predictable income for retirement or reinvestment. Learn more.....

Critical Path® Unified Portfolio

A complete portfolio solution of equities and bonds, linked to your client’s financial plan, that takes advantage of the power of time to manage risks. Learn more....

Critical Path® System

- A goals-based reporting and rebalancing system that provides an individualized benchmark tied directly to each client’s personal financial plan. Learn more....

Upcoming Events
  • January 27th, 2012

    FPA National Capital Area Chapter

    2012 Winter Educational Symposium Wealth

  • January 12th, 2012

    FPA National Area Chapter Winter Symposium

    2012 Winter Educational Symposium –

  • October 18th, 2011

    Garrett Planning Networks Annual Retreat

    Garrett Planning Network is an internati

  • October 13th, 2011

    2011 NAPFA Connections Conference

    Connecting You With Your Clients and Col

  • October 13th, 2011

    Retirement Income Symposium

    Now or Never—2011: The Year Baby Boome

How It Works
How It Works
Link the investments to the Plan

Asset Dedication engineers your clients’ portfolios to the goals you identify in the planning process. Their goals can be as straight forward as creating a retirement paycheck or as complex as managing fixed income and equities to meet multiple goals and time horizons across taxable and qualified accounts.

Dedicate assets to the purpose they best serve

The Asset Dedication approach splits your client’s portfolio into two sub-portfolios: Income and Growth. Individual bonds in the Income Portfolio are dedicated to providing predictable cash flows for retired clients and protecting principal for those still in the accumulation phase. Equity asset classes in the Growth Portfolio are combined to take advantage of the power of time to reduce drawdown in declining markets and mitigate risks including volatility and shortfall.

Track progress relative to the plan

Perhaps the most important part of any planning process is measuring progress relative to the plan. Asset Dedication’s Critical Path System turns your client’s financial plan into the benchmark we use to make ongoing portfolio decisions and you can use to formulate planning decisions to help keep your clients on track to meet their goals.

In The News
  • January 18th, 2012

    Wall Street Journal

    The Rally That Wouldn’t Die!

  • November 4th, 2011

    Investment News

    INsider: ‘Death spiral’ awai

  • November 1st, 2011

    Forbes

    Are Indices Your Best Benchmark?

  • October 23rd, 2011

    Investment News

    Value stocks best bet to navigate choppy

  • October 13th, 2011

    Investment News

    Everybody out of the mortgage pool?

  • October 7th, 2011

    RIABiz

    Eavesdropping on a Fitch Solutions event

  • October 1st, 2011

    AdvisorOne

    COUNTERPOINT: Building a Personal Pensio

  • September 27th, 2011

    AdvisorOne

    Building Trust With Tech; Debating Divid

  • August 26th, 2011

    RIABiz

    Should RIAs buy gold now as a hedge?

  • August 22nd, 2011

    AdvisorOne

    Recession Priced Into Treasuries, as Yie

  • August 17th, 2011

    Kiplinger

    A Strategy for a Lifetime of Income

  • August 10th, 2011

    Smart Money

    4 Hidden Risks in Your Portfolio

  • August 9th, 2011

    RIABiz

    What plunging equity prices say about bo

  • July 16th, 2011

    Wall Street Journal

    Why Buying Treasurys Isn’t As Craz

  • June 13th, 2011

    AdvisorOne

    Boomer Retirement Income Smackdown: Bond

Our Clients
Our Clients
Financial Advisors & Planners

The Defined Income and Critical Path Unified Portfolios solutions are available on the separate account marketplace through most RIA custodial platforms. Learn more.....

Individual Investors

Find a financial advisor or planner who partners with Asset Dedication. Learn more.....

Small Institutions

Customized solutions for institutions looking for sophisticated liability driven investing (LDI) strategies and personal attention. Learn more.....

Asset Dedication 2011 Portfolios Strategy Events News About Contact Advisorspace Disclosure & Privacy

Log in
Copyright © 2012 Asset Dedication. All Rights Reserved.

blog by wordpress.org - free themes by fedex wordpress templates and optiplex390 ecoupons