Goals-driven to the client. Optimal model selection. Cutting through the vast array of choices and says ‘this is the optimal one.’

Thinking today about the future of goals-based investing and what the next generation of the Model Marketplace might look like. In Adam Scully-Power, CIMA®, CPWA®‘s words:

“…there is no question that the entire industry is moving towards a more goals driven, goals-based framework. Over the next five years, I think this in particular is really going to take hold, is the ability to use tools like us on the front end, to take everything unique about the client, run these goals-based optimizations, but instead of building a bespoke portfolio for every single client, which we could do, we’re going to take the model marketplaces, those hundreds and hundreds of models, we’re going to digest and put them into our framework, and we’re going to help advisors map clients goals to the optimal model from a marketplace. I think it’s the next generation of models.”

Bottomline: Goals-driven to the client. Optimal model selection. Cutting through the vast array of choices and says ‘this is the optimal one.’

P.S. Grateful for this Boston sunset.