Adaptive Intelligence is Part of Our DNA
AllocateRite’s dynamic asset allocation model has adaptive intelligence that makes it smarter today and tomorrow—enabling it to navigate evolving markets ever more adeptly—providing potentially better results over time.
AllocateRite Helps Clients Rise Above Market Volatility
Back-tested results for a long period of time included a significant down period, AllocateRite significantly outperformed the S&P 500 and a traditional 60/40 portfolio. And, while it had slightly more volatility than the 60/40 portfolio, it had far less than the S&P 500.
Data is based on a started value of $100,000 as of January 3, 2005. Past performance is not necessarily indicative of future returns. Any information you receive from AllocateRite is believed to be reliable. Nevertheless, neither AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or timeliness of such information. The information provided on this website does not necessarily reflect the most up to date or current information available on the product or service. The information contained herein is provided without any warranty of any kind.
The 60:40 return uses 60% of the S&P 500 return and 40% of the i-Shares Trust 7-10 Year Treasury Bond ETF which holds primarily US Treasury Notes with varying coupons.*
*Please see Disclaimers and Disclosures for additional information regarding backtested data and historical performance.