Quarterly Client Snapshots, Updates to Milliman Managed Risk Parity and more
Quarterly Client Snapshot are now available on the AEWM website:
Click HERE to build your Investment Strategies Client Kit
MILLIMAN MANAGED RISK PARITY
On Wednesday, Milliman made an update to the allocations for the Milliman Managed Risk Parity Moderate & Growth strategies. Both strategies deallocated away from equities & REITs and into Treasuries and Gold. Fact Sheets will be updated on the AEWM website next week.
INVESTMENT HQ MOBILE APP
A client facing tri-fold is now ready for you to share with your clients. Offer your clients a new way to communicate and stay connected with their investments and your firm with the InvestmentHQ Mobile App. These are now available to order on the AEMarketing Hub!
DAVID BACH – IN THE MEDIA
Many of you have met David at WSOS, The Journey or have followed David’s Bach Talk! David continues to bring his knowledge and expertise to you, helping you grow, educate and service your clients. Pop over to In the Media for more articles with David Bach. You can share these value-added articles with your clients from HuffPost, WealthManagement.com, FinTech and more.
AW01180003 - For investment professional use only.