Flexible Allocation

SSI’s award winning Flexible Allocation strategies use best-of-breed ETFs to actively position portfolios and allocate assets based on our proprietary Tactical Asset Allocation model with a fundamental overlay

Three Distinct Portfolios to Meet Varying Investor Objectives

*Global & ESG Portfolios Available

We are committed to meeting investor objectives by delivering differentiated and value-added investment solutions

Why Tactical?

Our Strategy Seeks To:

  • Provide long term growth after inflation with moderate risk
  • Protect capital in times of rising market and economic risks that are not adequately reflected in security prices
  • Capitalize on the exceptional investment opportunities that often occur during periods of market disruption

Advisor Resources

The yearly awards, presented by Envestnet | PMC and Investment Advisor recognize active managers who have beaten their benchmarks, shown solid performance in general over time and are the best in their respective asset class.  Eligibility requires the portfolio manager have $200 million in assets and three years of experience.  Additionally, the managers also need to be open to new investment on the Envestnet platform.  Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. SSI Investment Management did not pay to participate.

Morningstar ratings: © 2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Past performance is not necessarily indicative of future results.