In the last few years, a new investing resource has become more popular. A robo-advisor is an online software application designed to offer automated investment technology for investors, providing them an ‘in’ to the investment world by offering lower minimum balances and lower fees, providing a more affordable entry into the world of investing.
What is SMART Asset Allocation?
We created a rule-based investment process that is Strategic, helps our clients Maximize Gains, Adapts to current market conditions, manages Risk, and is Tactical. It's still asset allocation only S.M.A.R.T-er.
S – Strategic
M – Maximize Gains
A – Adapts
R – Manages Risk
T – Tactical
You can learn more by going HERE