Standing Guard Over Your Portfolios SM

 

 

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A Better Portfolio Management Solution

As an established investment advisor you have to prioritize and allocate your valuable time and resources. You try to spend individual time with as many clients as possible, but there are only so many hours in the day. Smaller accounts should require less time and attention, but this isn’t always the case. The Minuteman Total Platform will help you to resolve both these dilemmas.

Are you considering a move to independent, but have concerns about client retention? Offer your clients a complete, transparent, and lower-cost service that is also unique!

The Minuteman Total Platform can eliminate or automate your time consuming trading activities, while providing a cutting-edge rebalancing method demonstrated in recent study to be optimal. Minuteman increases the value you bring to even the smaller client accounts so you can take your business to the next level.

 

If you are an advisor who uses indexing/passive strategies and is looking for a way to implement your asset allocation portfolios with ETFs, then the Minuteman Total Platform is for you, too.

The Minuteman platform provides low cost, minute-by-minute monitoring of ETF portfolios with our proprietary, patent-pending FLEXbalance™ system. Truly automated and web based, it gives passive strategies an edge.

 

Minuteman Platform Datasheet (PDF)

 

Use the links below for Platform Details, or choose to get started using the Minuteman today!

 

 

Platform Details

Click any link below for additional information, or click the Get Started button above.

 

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Overview

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Features & Benefits

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Technology, Security & Custody

 

 

 

PLATFORM DEMO

Click below to view a 10-minute overview of Minuteman for established advisors.

 

 

 

 

 

 

 

 

Click below to hear a 5-minute Podcast on Minuteman's "Reporting" feature.

 

PRWeb Podcast

 

 

LICENSE OPTIONS

Minuteman offers several license options and fee structures. Please "Get Started" to receive rates and complete license details.

 

Total Platform: AUM Monthly variable fee; rate based on assets under monitor by the Minuteman. Setup fee applies.
Total Platform: Soft dollar Markup of per-trade cost to pay Minuteman fee.  Uses a select broker only.
Stand-alone Rebalance Program Monthly fee; flat dollar rate regardless of AUM. Setup fee applies.

 

 

 

 

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

 

Questions?

866-764-8880

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