Available Now: 2024 QAIB Full Study

Asset allocation has been practiced in an arbitrary way since the dawn of the Modern Era. While thought to be beneficial, great improvements to current practices are possible. These improvements are critically important for fiduciaries and experts who have the duty to act in an investors’ best interest with care, loyalty and diligence.

A Prudent Asset Allocation practice, improves on the current arbitrary practices of asset allocation by protecting the assets necessary to fund investor needs. These protected assets are independent of market performance.

The package includes:

  • Prudent Asset Allocation Explanation Slides
  • Prudent Asset Allocation Worksheet User Guide
  • Prudent Asset Allocation Worksheet Tool

Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!