Asset Dedication Strategy
Asset Dedication understands that financial security is a top priority for your clients. Once they leave the workforce and give up their steady paychecks, your clients depend on their investment income to maintain their lifestyle. We have developed an innovative investment strategy to deliver a “retirement paycheck” so your clients can enjoy their golden years with piece of mind. We partner with you to build custom portfolios that deliver a predictable income stream that is matched to each client’s specific needs. Asset Dedication combines academic theory with simple pragmatic insight, resulting in a highly intuitive approach that is easy to explain to your clients.
Investment Strategy
Determining the right split between stocks and bonds can prove to be a difficult challenge. Unlike many traditional approaches to asset allocation, Asset Dedication portfolios are linked directly to your client’s financial plan, balancing your client’s desire for predictability and hopes for long-term success. We split the portfolio into two sub-portfolios, Income and Growth, each dedicated to a specific purpose. More…
Critical Path® System
The Asset Dedication® Critical Path® system provides a highly visual and intuitive platform to build and monitor your client’s portfolio within the framework of the financial plan. The Critical Path drives your client’s asset allocation and rebalancing decisions and is a great tool for helping keep them invested, even in the most challenging markets. More…
