AllocateRite can play many roles in a portfolio. From wealth preserver and core investment to diversifier, risk reducer—and more. See the difference it can make for yourself.
Seamless customization helps you rise above
Not only can we white label the strategy, client portal, and reports to reflect your brand, but we can also help you create a truly customized experience for each type of client that truly elevates their investment experience:
- Provide Millennials with the mobile apps and robo-features they want
- Give Boomers and High Net Worth clients the traditional support they expect
- Find the right mix for everyone in between
And, the entire experience, from onboarding and reports to ongoing account service, will be completely seamless to your clients—regardless of whether it reflects our brand or yours.
*Performance data shown represents hypothetical performance, which is no guarantee of future results. The investment return and principal value of an investment in AllocateRite LLC or the “Fund” will fluctuate so that, when redeemed, it may be worth more or less than the original cost. Current performance may be higher or lower than the data quoted. Returns less than one year are cumulative. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Investments are not FDIC insured and they may lose value. Returns include changes in share prices and reinvested dividends, but do not consider transaction costs to buy and sell securities, capital gains or income taxes on an individual’s investment. The performance data presented represents backtested performance based on simulated index data of fund results from January 1, 2005 to the current period end date shown, using the strategy of buy and hold and at the beginning of each monthly or intra-monthly rebalancing of the fund. Backtested performance is hypothetical (it does not reflect trading in actual accounts) and is provided for informational purposes only to indicate historical performance had the index portfolios been available over the relevant time period. AllocateRite refers to this hypothetical data as a Simulated Passive Returns (“SPR”). Monthly SPR was calculated from January 1, 2005 through the most current date. These simulated results, prepared by AllocateRite, are in the process of being verified by a third-party source. All performance returns, other than where noted as actual, should be assumed as simulated hypothetical returns.
Note: Past performance is not indicative of future results. Composite returns include the reinvestment of income.
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.
See Disclaimers and Disclosures for additional disclosures.