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Gain access to:

Educational webinars

Whitepapers library

Decades of research

Portfolio models

Strategy details

Online forms

Client balances/statements

Targeted 401(k) data

Backoffice support staff

Increase your advisory income
by up to 400%

We have the tools to get you there

After logging in, you can access valuable tools, education and resources to help build your practice while offering your clients cutting-edge risk-management solutions. Everything you need to start generating proposals and opening accounts immediately.

Look what's behind the password

Decades of research

Decades of research

Over 80 years of professional market analysis experience.
  • Comprehensive historical market analysis
  • Detailed model performance reports
  • Illustrated portfolio optimization
  • GIPS composite performance reports
Portfolio models

Create portfolio models

Use the illustration generator to build portfolios customized to your clients’ detailed suitability and investment objectives
Strategy Details

View strategy details

  Available strategy fact sheets with methodology descriptions, comprehensive historical performance over custom time periods, drawdown analysis, month by month returns, and more.
Time Saving Forms

Time-saving online forms

Easily complete our investment management agreement, proposal generation, new client enrollment, and investment strategy changes.
Client Statements

Client balances and statements

Entire client management resources with access to client account statements and OnTarget reports to manage client investment expectations.
Targeted Data

Targeted 401(k) plan data

Tools to prospect the 401(k) market effectively including a 401(k) sales prospecting kit and sortable file of 401(k) plan sponsor data by ZIP code.
marketing materials

Marketing materials

Library of marketing materials and resources to help you grow your business and educate clients on active management and the importance of strategic diversification.
Backoffice Support

Backoffice support staff

Dedicated support team of portfolio managers, researchers, traders, and client services specialists to help you manage and grow your business.
Fee-based business

Build fee-based

Brokers can add their own management fee. And as your clients’ assets grow, so does your compensation.

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