Asset Dedication, LLC

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Asset Dedication, LLC Select Page Turnkey asset management for financial planners We align investments with each client’s financial plan and handle the reporting, billing, account aggregation, and white-labeled client portals so that you can focus on what matters most. Meet with a Team Member Customized strategies to fit each client s plan Intelligent Laddering When your client wants to fund future spending needs with income investments, we use our proprietary system to find municipal bonds, corporate bonds, CDs and/or agencies that match their spending needs. Learn more Growth Time Targeting Since most clients cannot afford to fund their lifetime spending needs with fixed income, we built growth portfolios that use game theory algorithms that seek to improve a client s probability of reaching a time-based goal. Learn more Principal Protection When your client wants to protect their principal and reduce their exposure to rising interest rates, we look for investment grade income securities that are at advantageous spots along the yield curve and hold them until maturity. Learn more… Lifetime Investing Using your client’s projected spending needs and portfolio mix, we can provide historical context to their investments by showing how the portfolio s underlying asset class performed during every relevant rolling time-horizon going back to 1928. Learn more… Back office and technology solutions included with every account Any account that we manage will enjoy account aggregation,

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