Optimal Blends

Through Optimal Blends, our team identifies and analyzes leading money managers nationwide — and discerns how to produce stronger and more consistent returns by combining managers within one client account. This program includes:

  • Dedicated capital market research analysts.
  • Nine investment-agnostic allocation models designed for risk profiles ranging from very conservative to very aggressive.
  • Opportunities for financial advisors to select their own investments or implement the blends through FundSource or DMA.