To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of the fund strategists on our Illuminations platform have been updated for Q3 2021. We also recently sent out the performance snapshot for our newly introduced SMA portfolios!
While we know we should not make recommendations purely off of performance, a list such as this is a great starting point to look at alternative solutions to help our clients better meet their financial goals.
New to the SMA portfolios on Illuminations? Learn more here.
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