We are proud to announce the availability of 5 new long-term equity model portfolios from Avantis Investors by American Century Investments.
These ETF models are designed to provide strategic allocations with broad market participation while emphasizing securities with higher expected returns. Each underlying fund is managed with a consistent expected risk and return framework based on a time-tested, academically supported investment approach.
Details of these models are available on the EQIS platform.
If you would like to deploy any of these models or strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner and select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.
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