The Question

InvestIn is the short form of

“What should I invest in?” 

From the largest pension fund to the recent college graduate putting money in a 401(k), everyone faces this critical question and yearns for competent answers.

 

InvestIn is the short form of

“What should I invest in?” 

From the largest pension fund to the recent college graduate putting money in a 401(k), everyone faces this critical question and yearns for competent answers.

 

A client’s demographics, experiences, assets, liabilities, fears, and aspirations are the ingredients resulting in a wealth plan.  The plan informs the investment program what factors are needed for a successful outcome across the short-, mid-, and long-term investment horizons.

“What’s needed” feeds the InvestIn question.

FACTORS FOR SUCCESS

“If I know the factors most likely to drive a successful future, I need to find investments with those factors.”

Due diligence – the study of an investment product’s historical profile for the purpose of predicting a successful future experience – operates at the transition between an investment’s past performance and the uncertain future.

Due diligence is a results-based objective.  “If I know the factors most likely to drive a successful future, I need to find investments with those factors.”

This is InvestIn.

InvestIn Delivers Answers to Light a More Confident Path.

InvestIn captures investment history in a workflow employing unprecedented power and insight.  It strips away the frustration of compromises and limitations.  It generates confidence.

The most advanced learning algorithm in the industry, combined with InvestIn’s dominating scope, ensure the discovery of investments with the best fit to the plan’s needed factors.  There’s never an empty result.

 

ANSWERS

Discovering investments with persistent excellence in specific factors (characteristics) the investment program needs

Producing portfolios with 100% coverage of the investment program’s identified factor needs

Testing portfolio designs against the threats and opportunities the future presents