Wealth Builder

The risk characteristics of the markets have changed; asset allocation philosophies will need to adapt to compensate.  Wealth Builder is one of the first platforms to capitalize on this new paradigm.  Our models are adaptive.  Our portfolios are variable and tactically managed--changing in response to market conditions, rather than static relations that may have worked in the distant past. 
The term for our modeling strategy is "Selective Diversification."  With this process, only the most qualified sectors, styles, & regions of the market are included in our portfolios.  Rather than invest in every aspect of the market, we invest based on the marginal rate of change along the diversification curve.