POSITION YOURSELF AS A BEHAVIORAL FINANCE CONSULTANT
Customized statements and client portal
White labelled videos and content
Ongoing investor behavioral messaging
SELECT OUR MODELS OR BUILD YOUR OWN
Choose from among Toews Risk Managed strategies, Tactical Fixed Income strategies, or Always Invested Stocks strategies*
Manage unlimited proprietary models and positions
STATE OF THE ART UMA PLATFORM
Digital onboarding and statements
Optimized Rebalancing Capability
Customizable Advisor Dashboard
COMPLETE INVESTOR BEHAVIORAL TOOLSET
Proposal system designed to attempt to curb investor biases with innovative behavioral guidance
Proprietary goals based planning focus potentially helps investors transcend performance-chasing tendencies
Attempts to help clients anticipate and plan for market stress events
*Always Invested Stocks- refers to strategies whose equity portion is continuously invested in the stock market. However, they may manage the risk of such equity by investing in vehicles containing defensive stocks, since Toews strategies do not generally invest in individual stocks. “Stocks” in “Always Invested Stocks” is used herein as a colloquial term to refer to equity. These strategies may also invest in fixed income. All strategies except Toews Defensive Alpha Equity invest in fixed income and in some cases a majority of fixed income. Risk Managed- refers to strategies that may move to cash in order to manage risk. These strategies may also invest in fixed income, including having a majority of the strategy in fixed income. Toews Capital Preservation, Toews Balanced Income, and Toews Balanced have a majority or fairly equivalent allocation to equity and fixed income. Tactical Fixed Income- refers to strategies whose fixed income portion may move to cash in order to manage risk. These strategies may also invest in equity.