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Build Your Business with a Differentiated Investment Process

  • March 7, 2012
  • Phil Suarez

Diversifying Portfolios in a Globally Correlated World

THE MACHINE Advisor®

Building Practices by Investment Design

Webcast Event Details:

Dates: Wed, May 2, 2012
OR Wed, May 9, 2012
Time: 2 pm (ET) / 10am (PT)
Duration: 45 min

Speaker:

Phil Suarez
Director of Education
The Connors Group

Build Your Business with a Differentiated Investment Process

A dilemma for every advisor is how to successfully manage assets while building your business. For many advisors the answer is a cookie-cutter approach to asset management.

While understandable from a time management perspective, this has resulted in an environment where financial advice is an undifferentiated commodity service. This, however, represents a significant opportunity for advisors who can differentiate themselves with a superior investment approach.

Asset allocation using ETFs and a completely objective, systematic investing strategy can significantly reduce volatility and risk while increasing and smoothing annualized returns. This can help advisors to provide their clients with a differentiated investment process that is both easy to implement and cost effective.

To learn more about how you can optimize portfolios using ETFs please join us for a live webinar “Proactive Tactical Asset Allocation using ETFs.”

In this presentation we will cover how to use ETFs for:

  • Minimizing downside risk and lowering volatility
  • Tactical asset allocation
  • Improving portfolio diversification

This webcast will be held on Wednesday, May 2, 2012 at 2pm ET or Wednesday, May 9, 2012 at 2pm ET.

If you cannot attend and would like more information, please email us at info@cg3.com.

The Connors Group is a leader in providing quantitative market research for financial advisors seeking an active investing approach. The firm’s core product The Machine Advisor is a web-based investment-decision support software that provides advisors a comprehensive, objective active investing methodology to craft custom ETF-based portfolio to grow and protect their clients’ assets. Established in 1998, The Connors Group is headquartered in Jersey City, N.J.

The Connors Group
10 Exchange Place, Suite 1800
Jersey City, NJ  07302
www.cg3.com
www.themachineadvisor.com