CIAS provides its IARs professionally managed mutual fund and ETF portfolios which are customizable for each client. These model portfolios typically provide asset allocation guidance and recommendations regarding the selection of each fund type. As reallocations are recommended, each IAR and their client are free to follow and implement or not implement the changes.
The CIAS PROPRIETARY PORTFOLIO MODELING PROCESS (PPMP) is made up of 3 core functions:
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