In addition to traditional proprietary accounts, the SelectOne platform also provides the ability to blend many different models from different strategists into a single Unified Managed Account. This allows for a more personalized portfolio to serve the risk tolerances and investment timeframes of any investor.

Innealta Capital offers three Tactical ETF Portfolios on the SelectOne platform. The investment strategy is based on a quantitatively driven, tactical asset allocation approach– making tactical shifts in allocations to capitalize on performance expectations of the various investment options.

Loring Ward, available on the SelectOne platform, provides the three essential components that are the foundation of almost every successful Wealth Advisory practice: Investment Management, Business Management, and Practice Development.

What's the result of combining sophisticated portfolio construction, discerning manager research, and a variety of alternative investments? Morningstar Investment Services' Absolute Return Portfolio. Offered through SelectOne, this strategy aims to limit volatility and provide downside protection and can serve as a core holding or complement a client's existing portfolio.

Are some asset classes more-ripe for successful active management than others? Ibbotson's Active/Passive portfolios which mix ETFs (or index mutual funds) with actively-managed mutual-funds are based on this exact premise. The five portfolios offered through SelectOne aim to strike a compelling balance between indexing and active management, a great fit for cost-conscious, opportunistic investors.

Are you concerned about outliving your assests and tough markets? We offer an innovative solution to help you address key retirement risks.