Join Jack Peters Vice President at TFA Funds, David Moenning Founder and Chief Investment Officer at Heritage Capital Research, and Matt McGowan, Director of Channel Alliances at Riskalyze, as they discuss the math, methodology, and expertise behind TFA’s model portfolios now available in the Riskalyze Partner Store.

Win more by losing less.
Breaking with long-standing fund management norms, TFA’s risk-managed, multi-manager, multi-strategy mutual funds offer a modernized approach to portfolio design and diversification. If given a choice, TFA believes few investors would choose to remain fully invested in severely negative environments. For this reason, all TFA funds incorporate risk-management systems designed to reduce the impact of bear market cycles. In addition, TFA Funds employ multiple layers of downside protection, resulting in a superior, modernized approach to portfolio management. Something that TFA believes can help advisors differentiate themselves from the competition.

Matt McGowan will then provide an interactive demo of how to use TFA models in conjunction with Riskalyze Trading and how you can seamlessly take their models from discovery to decisions to trade execution and keep everything on track along the way through the lens of the Risk Number.

We look forward to seeing you there!

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Meet The speakers

Matt McGowan
Director of Channel Alliances at Riskalyze
Jack Peters
Vice President at TFA Funds
David Moenning
Founder and Chief Investment Officer at Heritage Capital Research
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"

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