FINIAT Partners With Financial Professionals

Clients expect their Advisors to have an understanding of financial markets.  We have a fiduciary responsibility to them to provide them with more than planning advice.  Clients expect their Advisor to adjust their investment to meaningful market changes, no matter what their suitability.

At FINIAT we put the value back into Investment management by staying in harmony with the major market trends.  This lowers the risk of the portfolio when warranted, while capturing the returns that clients expect when markets are performing well.  Being in harmony with the market helps by managing client emotions by providing risk managementwhile capturing objective goals and returns.

FINIAT works with you as your outsource CIO or private labeled investment strategies. FINIAT automatically adjusts  your clients portfolios when market narratives change.  This gives the Advisor a chance to have positive conversations with their clients about the market conditions during good times and bad.  Clients appreciate when they see the changes in their portfolio.  This creates talking points about the current market conditions that follow the activity of the portfolio.

FINIAT’s (Financial Intelligent Allocation® Technology) Allows Advisors to create customized portfolios based on customers needs.  Our technology automatically adjusts position as needed and sends the multi sleeve portfolio changes directly to the trade desk. This frees the Advisor to create more individualized portfolios normally used for higher net worth clients and family offices, to a broader clientele, differentiating your practice from the average Advisor with less work than most advisors spend on rebalancing.