Tel:  (310) 528-5511
According to a recent industry study on the Rise of Model Portfolios, advisors can use model portfolios recommended by a third party for the bulk of their business.  A growing number of advisors prefer to rely on the best models to manage assets and focus their efforts on client building and retention strategies.
  • Our intelligent model portfolios are a series of predefined ETF asset allocation in which a recommended mix of different asset classes is proposed based on a client’s risk tolerance.
  • We are creating positive alpha derived from true intelligence, not like many other industry-leading "intelligent" model portfolios or asset management solutions that have underperformed the benchmark.
  • Every intelligent model portfolio included here is a real ETF portfolio held at a leading financial custodian firm and available for further examination and application. They all have outperformed the portfolio benchmark standard since the inception date. 
Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. If you are looking for an ETF model portfolio with time-tested results outperforming the benchmark, please contact us.
We will be happy to work with institutional investors and advisors creating intelligent alpha products to grow AUM.

Future of Intelligent Money Management

AI-powered financial advisory is changing the way financial advisors do business in the future.
  • Financial technology or FinTech means any technology designed to improve or simplify financial experiences, mainly through automation. Its ultimate goal is to design better products or services that fit your personal profile. For example, AI-powered FinTech can “learn” to coach you into the smartest decisions for managing your money.
  • Intelligent Model Portfolios, Robo-advisors, and AI-powered ETFs presented here all aim to provide asset recommendations and portfolio management. Data-driven intelligent algorithms consider an investor’s goals, income, aversion to risk, marital status, and other influences when making recommendations.
Smart investment companies are starting to capitalize on the best intelligent money managers and focusing on client relationships to better serve their clients and grow their business at the same.

​Partnership for new intelligent model submission

IntelliAlpha.com is an affiliated ETF portfolio research entity under the AFIEA (Advisory for Financial Innovation, Evaluation, and Assessment). 
  • We welcome financial firms to work with us in analyzing and reengineering your model portfolios, Robo-advisors, and AI-powered ETFs. We will assist you to evaluate your strategy and design for improvement.
  • Our benchmark-beating intelligent model portfolios are readily available to RIAs, institutional investors, and financial firms for outsourcing.  New portfolio submissions from experienced money managers are welcome.
  • We welcome any individual investor to submit your real account report with a minimum 36-month trade history that has outperformed the portfolio benchmark standard for the recent 24 months.
Disclaimers: IntelliAlpha..com's ongoing research results, statements, and statistics are believed to be reliable but are not guaranteed as to accuracy, timeliness, or completeness. We do not endorse, recommend, or comment any specific financial firms and/or their products or services. The past performance cannot guarantee its future performance. You bear full responsibility for own investment decisions which may be influenced by research or information published on this site. You also agree that our content source publishers will not be liable for any investment decision made or action taken by you.
Copyright: All Information available through this site is protected by copyright and intellectual property laws. All rights are reserved by the information source providers. You may not reproduce, re-transmit, disseminate, sell, publish, broadcast, nor shall the Information be used in connection with creating, promoting, trading, marketing investment products without the express written consent of the source providers. You are entitled to use the Information it contains for your private, non-commercial use only.
Systematic Investment Research and Education since 1996