The Most Overlooked Step in Portfolio Construction

How do you ensure your model portfolios are truly aligned with client goals?

When constructing model portfolios, it’s not just about choosing the right assets—it’s about customising allocations to match each client’s unique needs. The most overlooked step is adjusting the weightings of assets to ensure portfolios align with specific goals, risk tolerance, and preferences.

With LUMIQ, you can easily customise weight allocations and get real-time estimated risk/returns to ensure that your portfolios are truly tailored to each client.

💡 How LUMIQ Helps:

✅ Custom Weight Allocation: Tailor asset weightings to match client goals, risk profiles, and preferences.

✅ Real-Time Risk/Return Estimates: Monitor live updates to adjust portfolios as market conditions evolve.

✅ Precise Customisation: Align portfolios with specific objectives, from retirement planning to wealth preservation.

Customising your portfolios for each client ensures that every investment strategy is built with purpose and precision. Don’t leave it to chance—take control of your clients' financial futures.

👉 Experience the power of customisation with a 30-day free trial. Sign up now!

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