Eliminate SMA and TAMP fees.
Enhance client alpha while attempting lower drawdowns with Trowbridge's Institutional Asset Allocation Strategies & Models.
Unlock unprecedented opportunities for amplifying your clients' Risk/Adjusted Returns and captivating new prospects with our exclusive investment strategies while optimizing your operating fees.
Why Trowbridge Models:
Experience an unparalleled elevation of your investment strategy through our avant-garde approach, bestowing upon you enhanced alpha generation, and mitigated volatility while seeking greater uncorrelated performance that endeavors to transcend the confines of traditional asset allocation models. There is no reason to pay for traditional 60/40 or 80/20 asset allocation models that are beta driven.
We attempt to achieve our objective by designing portfolios with quantitative analysis for uncorrelated absolute returns instead of relative returns. Too many investors fall into believing traditional asset allocation is the best and only way of diversification. We believe that absolute returns provide better-uncorrelated return streams that can not be achieved with relative returns derived from traditional asset allocation models.
Elevate your fee income:
Embark on an exclusive journey into our coveted realm of model portfolio management services through a prestigious subscription, exempting you from burdensome management fees and platform charges based on your esteemed clients' AUM.
The Offering
Partake in these extraordinary benefits at an enticing subscription price, liberating yourself from the exorbitant fees entwined with conventional TAMPs and SMAs. Seize this moment to secure your subscription and unlock a realm of unparalleled financial triumph.
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Competitive Advantage: Indulge in the realm of unique quantitative signal processing, an exquisite artistry meticulously tailored to discerning financial advisors, family offices, and institutional investors, offering an extraordinary array of meticulously crafted model portfolios.
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Detailed & Transparent Access: Four Models: Growth, Moderate, Conservative, and Ultra Conservative that is accessible via our state-of-the-art dashboard that offers analytics and research.
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Expansive Research: Immerse yourself in detailed alerts encompassing model changes and exhaustive commentaries unraveling the intricate research behind each allocation adjustment.
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24/7 Service: Engage in intimate one-on-one dialogues with our esteemed Portfolio Manager, delving into profound strategy insights and unveiling the nuances of macro events.
The Models
Our Distinctive Process:
Our paramount objective is to maximize portfolio alpha in accordance with your desired risk tolerance, shunning banal boilerplate approaches to asset allocation that permeate the industry.
We dare to challenge convention by crafting portfolios characterized by uncorrelated absolute returns, transcending the limitations of relative returns derived from orthodox asset allocation models. We firmly believe that absolute returns offer superior uncorrelated return streams, diverging from the notion that traditional asset allocation is the sole gateway to diversification. Delve deeper into our visionary process.
Trowbridge All Weather Alternative Allocation Models:
Witness the culmination of Trowbridge's ingenuity—a groundbreaking alternative allocation framework that ventures beyond the realms of traditional asset allocation. This extraordinary framework aims to bestow upon you diversified respite from market dependencies. Our allocation models relentlessly pursue this noble objective by expertly allocating assets among an array of non-traditional or "alternative" investment strategies, under the careful guidance of seasoned investment managers well-versed in the art of alternative investment strategies. Additionally, a portion of the model is directly allocated to Trowbridge's esteemed Dynamic Alpha Strategy, offering a blend of innovation and stability.
Research
Along with providing our proprietary models, you will have access to our quantitative signal research.
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We provide our macro insights daily.
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Backtest your own asset allocation models to better understand your risk.
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We provide custom analytical presentations to present to your clients.
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We provide access to our portfolio managers on a daily basis to discuss market events and strategies.
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We provide signals for the basic signal processing research needs of ETFs, Sectors, Indexes
Below are hypothetical assumptions of the potential fee savings if you are being charged .25bps for your model manager or SMA's. While Trowbridge does offer all our strategies as SMA and via TAMPs, we created the DIY solution for those fee-conscious advisors looking to keep more fees.
Explore our All Weather Models
