The TAMP for Behavioral Coaches

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POSITION YOURSELF AS A BEHAVIORAL FINANCE CONSULTANT

Customized statements and client portal

White labelled videos and content

Ongoing investor behavioral messaging

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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

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STATE OF THE ART UMA PLATFORM

Digital onboarding and statements

Optimized Rebalancing Capability

Bucketing Distribution Strategies

Customizable Advisor Dashboard

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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

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*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.