• InsideTraitor

    Their 60/40 balanced portfolio under performed by 9% less than the industry average when I pulled the cord on them. The allocations were stupid, buying an etf for every broken down country sector and ignoring market leadership. They let go because they had nothing to offer. High expense, low results. Good riddance.

    • hawaiianwaverider

      Good points. Advisors however moved their books to all these guys who are all strategic managers, including but not mentioned here DFA. Good luck with that as they all got pummeled in ’08. The best TAMP’s have a broad offering including tactical. Even lame Envestnet offers decent tactical selection.