Our Approach

Model Capital Management's investment philosophy: a fundamental, forward-looking approach to asset allocation. Financial planning tools, investment management, asset management for advisors, TD Ameritrade Adhesion, Adhesion Wealth, SEI Practice Management, Financial planning platform, Investor onboarding, Orion Advisor, AssetMark, Schwab Portfolio Services, Robo plus, Ameritrade Adhesion, Envestnet, Turnkey asset management platform, Robo advisors plus, Schwab Portfolio Center, Financial planning system, Schwab PortfolioCenter, Orion Advisor Solutions, SEI Advisor, SEI Advisor Network, SEI Advisor Center, SEI Asset Management, asset management firms, Best TAMPs, Schwab PortfolioServices, Investment management platform, Best TAMP, client onboarding wealth management, client onboarding for wealth firms

We believe…

Our investment philosophy

  • Focusing on asset allocation – the primary source of risk and return relative to market index
  • Systematic, model-driven investment process – asset class allocations are determined based on our model's return forecasts
  • Managing downside risk – portfolios include tactical component designed to reduce the risk of significant downside

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Our unique approach…

Our forward-looking approach to asset allocation 

  • We allocate to asset class(es) with the best expected risk/return combination, primarily by investing in liquid, low-cost index ETFs.
  • Allocations are determined based on mid-term expected returns (for strategic) and short-term return forecasts (for tactical allocations). Over 20 fundamental factors are utilized in the models.
  • This systematic, model-driven tactical investment process minimizes subjectivity

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Results in…

Investment performance is direct result of accurate forecasting. Learn more about our tactical investment strategies.

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