Our Comprehensive Wealth Platform is an advisor-driven, end-to-end wealth management solution, with an emphasis on alternatives. The platform gives advisors the ability to address clients’ individual investment needs, yet scalable to handle the full spectrum of client types.
Our Comprehensive Wealth Platform offers:
Model portfolio solutions
Our model portfolios are suitable for a wide range of client types, based on risk tolerances, investment preferences, investor eligibility and portfolio sizes. We offer advisors two types of model portfolios:
Holistic model portfolios – integrate risk-based portfolio solutions with asset allocation across fixed income, equities and liquid alternatives.
Liquid model portfolios – may be used independently, or as a compliment or diversifier to a traditional portfolio of stocks and bonds.
Our model portfolios integrate a portfolio construction framework for combining asset classes and strategies, along with Guggenheim-vetted managers.
Riskometry, our Proprietary Risk Assessment Tool
Riskometry is Guggenheim’s proprietary risk tolerance assessment tool, developed in conjunction with Nobel Laureate Daniel Kahneman and differentiated by its foundation in behavioral finance concepts. Riskometry is available for our holistic model portfolios.
Institutional-quality Investment Research, with an Edge in Alternative Investing
Guggenheim’s institutional-quality research, asset allocation and portfolio management capabilities, with a focus on alternatives, are delivered by an experienced team of investment professionals.
Our team keenly understands the risks and pitfalls in alternative investing and applies a time-tested, repeatable due diligence framework to vetting and continuously monitoring managers.