Engineering solutions for insurance companies, 401(k) manufacturers, administrators and other financial service providers.

For many insurance and financial services companies, building and overseeing asset allocation models is not their area of expertise.  Rather, their strengths lie in administration, product development and distribution.  At the same time, many retirement savings products offer so many investment choices that most people don't know where to invest or how to allocate their assets.  As a result, they may follow the conventional wisdom or do very little at all, finding themselves chasing performance or concentrated in too few asset classes.  To reach their financial goals, clients are looking for reliable, unbiased, investment management help from the sources they trust most:  their broker or financial planner, their 401(k) plan administrator or their insurance company.

At The Institute for Wealth Management, we can help your firm meet this need by creating a unique platform of well-known, institutional investment managers, tailored to your product and plan offerings.  The Institute for Wealth Management provides access to Wall Street strategists, who use their successful modeling methodologies to provide active, tactical asset allocation overlays for your products.  These models are then aligned with clients' individual risk profiles.  The goal is to provide strong, long-term performance consistent with individuals' investment preferences.  This, we believe, leads to greater client satisfaction and, therefore, higher product participation and persistency.

The Institute actively manages these institutional money managers.  The strategists' investment actions are reviewed for consistency with stated practices, policies and procedures.  Results are reviewed quarterly, providing steadfast, objective compliance oversight. 

Look to The Institute for Wealth Management to seamlessly integrate professionally managed, asset allocation programs into your products and operations.