Thursday, August 25, 2016 Featured in Barron’s

Congratulations to our client, who was featured in the “Reboot? RoboAdvisor…” article on page 23 of this week’s Barron’s! has used our research to power their proprietary ETF Model Portfolios for the last 2 years. We thought we would mention a few things that we think make them so special – yes, toot our client’s horn a bit.......

For those unfamiliar with this unique platform, is definitely not your ordinary RoboAdvisor. For starters, while the platform is used by many self-directed investors, their primary audience is mostly comprised of Financial Advisors. These Advisors use LifeStage to determine appropriate asset allocations based on specific life stage needs and then mirror those allocations to our ETF Model Portfolios. The result is a highly efficient, turn-key solution that works for the FA and the client.

While the burgeoning Millennial cohort precipitated the advent of the RoboAdvisor, the appeal of LifeStageInvesting reaches well beyond this singular profile. By addressing broader life cycle investment needs, appeals to investors of all demographic profiles including Millennials, Retirees and all in between.

Here’s what we think is the biggest distinction – Investment Research. provides comprehensive supporting research for its clients.  While this may seem trivial to some, we have not found one other RoboAdvisor that provides research on the underlying positions of their recommended  portfolios!  We also believe that we know why – because so many of the RoboAdvisors deploy selection processes that rely simply on expense ratios or other one-dimensional factors, it causes a problem. Specifically, that any sound investment research would find fault with some selections derived by such a method and therefore conflict with many of their portfolio selections.  Hence, the absence of investment research and a large piece of the value that provides.

Oh and last but not least, it’s Free! – that’s right, in order to foster initial adoption and further the development of the platform, the site is open to all visitors. Now that said, there are future plans for enterprises to license and customize the platform for their specific users but nonetheless the site is open to the public and is available for all Investors and Advisors – so have at it - !

Thank you for reading ETF Global Perspectives!

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