In addition to a wide selection of advisory trading platforms and a variety of third-party money managers, NWMG Advisors have accesses to two, no-minimum asset allocation models managed in house at no additional charge*. This enables our advisors to outsource the account management portion of their business to focus on relationship management and other activities that promote business growth.
Strategic Core ETF Series:
The Strategic Core ETF Model series utilizes ETFs to build ten different models with varying risk profiles and asset mixes. The models are designed with low-cost, efficient index ETFs to minimize ticket charges to the client or the advisor. The models are rebalanced based on asset drift.
The Tactical Series Models, designed in conjunction with LPL Financial Research, incorporate target risk management philosophy emphasizing their respective investment objectives: income, balanced, growth & aggressive growth. The models are primarily composed of ETFs but may also use open-end mutual funds, closed-end funds and individual securities.
*Advisor or client must pay associated trading charges.