The Dispatch

Making it Easier to Do Business

Model Builder

Thank you to the many advisors who responded positively to last week's article "Models Are the Model!" We knew there would be strong interest in ridding of residual unique portfolios. The popular question from advisors was, “What is the easiest way to get this done?”

The answer is reach out to your EQIS Consultant. Some advisors are opting to convert accounts to pre-built models from EQIS or one of our other 27 model providers. If you prefer to have your own advisor-built models, your EQIS Consultant will help you through the process, using a simple template to capture model names, target holdings and weights, benchmarks, risk categories, and dollar minimums.

In This Issue:

• State of the Markets   |   Index Membership Changing
• Making it Easier to Do Business   |   Model Builder
• Manager Spotlight   |   Toews Asset Management
• Your EQIS Team   |   Meet Brett Rainey
• Best Practices   |   7 Steps to Take Back Your Inbox

See The Dispatch Archive

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