Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Choosing the Right SMA to Fit Your Client's Risk Tolerance

One LPL advisor in New York is using Riskalyze to determine which “separately managed account” product is the right fit for his clients and prospects. He uses the Cougar Global Investments SMAs on the LPL Model Wealth Portfolio platform. There are four SMA products: Cougar 6, Cougar 8, Cougar 10…


Winning the Endowment Fund

The envelope just arrived on your desk. A prominent endowment fund just sent you a request for proposal. This is a huge opportunity to land a premiere client and could lead to a boatload of business from board members and associates of the organization. So here’s the plan: let’…