Edelman in the News:
Edelman Financial Engines' approach to portfolio management is driven by several factors, including a client's investment objectives, risk tolerance, circumstances specific to their individual situation, investment options available to them, and forward-looking models of securities' risk, expected returns, and correlations. The firm uses a number of different methods to model the risk and return properties of investments, including returns-based style analysis and established academic research such as Modern Portfolio Theory.
The firm's model portfolios and custom models available through the Wrap Fee Program feature diversified asset allocation appropriate for each client and their needs. The investments in these accounts include, but are not limited to, equities, mutual funds, cash or cash equivalents, CDs, bonds, and exchange-traded funds (“ETFs”) (collectively referred to as “securities”). Cash equivalent products may include mutual funds and/or ETFs, as well as Federal Deposit Insurance Corporation (“FDIC”) insured bank certificates of deposit, or other types of holdings as appropriate. Investments may range across various asset classes.
Edelman Financial Engines also periodically reviews available investment vehicles to determine if changes in cost, performance, or other factors may lead towards shifts from specific holdings to others. Additionally, the firm may recommend rebalancing as needed to ensure long-term commitment to overall strategies
Weiser Financial Group LLC, an Investment Advisor registered in Florida and other states and Edelman Financial Engines LLC, an Investment Advisor registered with the SEC, are unaffiliated.