Defined Income Separate Account

A liability driven fixed income separate account built to maximize the utility of bonds in an investor’s portfolio. An efficient way to specifically match client’s near-term cash flow needs through a dedicated portfolio approach used by institutional investors like pension funds. Click here for more information….

Critical Path® Unified Portfolio

A complete portfolio solution which adds complimentary Cash and Growth portfolios to the highly engineered “Defined Income” portfolio. By managing both the fixed income and equity portfolios, Asset Dedication can build and track a portfolio specifically targeted to fund the goals laid out in your client’s financial plan. Click here for more information…..

Critical Path® System

Central to our portfolio construction process, the Critical Path system provides both advisors and their clients with an individualized benchmark tied directly to each client’s personal financial plan. The system projects the values a portfolio should follow over the client’s lifetime to meet financial planning goals and creates a foundation for decision making and rebalancing through time. By shifting focus to their financial plan and long-term goals, we help your clients stick to their investment plans. Click here for more information….