Standing Guard Over Your Portfolios SM
 

For the Independent RIA 

 
 

A Revolution in ETF Portfolio Management

Independent RIAs know freedom isn't free; but it shouldn't cost a small fortune, either.

If low trade costs, ease of use and full transparency are important to your asset management practice, then this platform for active monitoring and automatic rebalancing of ETF portfolios will exceed your expectations! Choose your solution below, to learn more.

 

 

Established Advisors:

Easily 'clone' your current model portfolios. Efficiently maintain asset allocation with a patent-pending, automatic rebalancing system.

 

 

New Advisors:

A true turn-key solution, with presentations, risk analysis tools, and 'template' model portfolios all provided to get you started.

 

 

The Web Advisor:

Ideal for the 'self-service' advisor or your 'do it myself' clients; scalable and complete enough even for self-directed 401(k) plans.

Active Monitoring, Passive Management

Minuteman is a low cost, integrated software-as-a-service platform which manages your client's risk tolerance in real-time through its proprietary, patent-pending FLEXbalance system. This fully automated trade system stands guard over portfolio asset allocation and when needed (according to your preset parameters), it executes all rebalancing trades immediately.

 

But that's not all: Presentation materials, portfolio analysis and reporting tools, a risk tolerance questionnaire, template investment policy statements, a personalized client-ready web site and one-on-one training are all included with the Minuteman platform.

 

The web-based Minuteman platform means no software to install or maintain and it is easily scalable and customizable for your "self-service" clients and even for 401(k) plan participants.

 

Choose a solution from above, to learn more.

 

 

Not sure where to start?

Click below to view a 3-minute overview presentation of the Minuteman platform.

Click below to hear a recent interview about our new portfolio reporting feature.

 

What advisors are saying about Minuteman:

"... the Minuteman is a quantum leap ahead in terms of reducing risk, capturing returns, and efficiently participating in the market. My clients love the online access they have to the real-time performance of their portfolio. Currently, I know of no better way to apply modern portfolio theory than through Minuteman."

                                       Paul Cochran, Providence Wealth Management

                                       (Minuteman user since 2007)

 

Minuteman: Standing guard so you don't have to.

 



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