Redefine Your Clients’ Accumulation Journey
Available Now
The newly enhanced Smart Start Accumulator Series 10 has arrived, and it’s redefining how clients begin their accumulation journeys.
Product highlights
- Smarter Start Guarantee
- Effortless portfolio allocations
- Leading indices
A closer look
The Smart Start Accumulator Series uses Modern Portfolio Theory, a Nobel Prize winning portfolio management strategy, to offer three carefully optimized portfolio allocation options.¹ This straightforward process estimates the highest projected accumulation potential for each level of risk.
See it in action!
Watch a brief overview of effortless portfolio allocations and learn how the optimization process helps align portfolio allocations with different client risk profiles.
1) Markowitz, H.M. (1959). Portfolio Selection: Efficient Diversification of Investments. New York: John Wiley & Sons. (reprinted by Yale University Press, 1970, ISBN 978-0-300-01372-6; 2nd ed. Basil Blackwell, 1991, ISBN 978-1-55786-108-5. “Nobel Prize”. Encyclopedia Britannica. 2007. Archived from the original on 29 April 2015. Retrieved 29 November 2018.