As a financial planner offering investment advice to your clients, choosing the appropriate investment strategy is a critical decision you need to make at the beginning of and manage throughout the relationship. As your TAMP provider, our goal is to guide you in making this decision with as little stress as possible. Here, you’ll find overviews of the model portfolios we offer and considerations for how to assign to your clients’ accounts.
This is by no means the definitive way to choose a model and ultimately the model choice is up to you and your clients. We hope our perspective on the model selection process is a helpful guide.
If you have any questions about this guide or need help evaluating a client's situation, you can reach us at firstname.lastname@example.org or (360) 301-7579.