{"id":800,"date":"2021-10-29T14:16:22","date_gmt":"2021-10-29T14:16:22","guid":{"rendered":"https:\/\/www.simplifiedwealth.com\/?post_type=oi_service&p=800"},"modified":"2021-10-29T16:19:42","modified_gmt":"2021-10-29T16:19:42","slug":"portfolio-consulting","status":"publish","type":"oi_service","link":"https:\/\/www.simplifiedwealth.com\/services\/portfolio-consulting\/","title":{"rendered":"Portfolio Consulting"},"content":{"rendered":"\t\t
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What is Portfolio Consulting?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tAt Simplified Wealth Management, we partner with The Financial Services Network\u2019s Portfolio Consulting team in order to\nbuild portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on\nportfolio construction and investment selection so that we are leveraging thought leadership and the\ndiverse resources of an experienced team. Partnering with a team of investment professionals, focused\non the day-to-day tasks involved in trading and rebalancing portfolios, helps us devote more time to\nyou, our valued clients.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\tLets Connect<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Investment Process<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Stage 1<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Inputs<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • \n\t\t\t\t\t\t\t\t\t\tMarket Implied Returns<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\tThe Network Expected Returns<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\tCapital Market Assumptions<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t<\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Stage 2<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    Optimization<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • \n\t\t\t\t\t\t\t\t\t\tAsset Class Variance- Covariance Matrix<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\tAsset Class Skew & Kurtosis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\tConstraints<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\tRisk Budget<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\tPre-Overlay SAA Portfolio Weights<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t<\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t<\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Stage 3<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Asset Allocation Overlay<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      • \n\t\t\t\t\t\t\t\t\t\tMacroeconomic Overlay<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\tThematic Opportunities Overlay<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\tPortfolio Construction & Implementation Overlay<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\tFinal Portfolio Weights<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        What is Portfolio Consulting? At Simplified Wealth Management, we partner with The Financial Services Network\u2019s Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced […]<\/p>\n","protected":false},"author":2,"featured_media":822,"parent":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_service_cat":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/oi_service\/800"}],"collection":[{"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/oi_service"}],"about":[{"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/types\/oi_service"}],"author":[{"embeddable":true,"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":29,"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/oi_service\/800\/revisions"}],"predecessor-version":[{"id":852,"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/oi_service\/800\/revisions\/852"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/media\/822"}],"wp:attachment":[{"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/media?parent=800"}],"wp:term":[{"taxonomy":"oi_service_cat","embeddable":true,"href":"https:\/\/www.simplifiedwealth.com\/wp-json\/wp\/v2\/oi_service_cat?post=800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}