If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Eventide models, drop them right into your account, and make them your own with just a few clicks.

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FEATURED IN THE AWARD-WINNING PARTNER STORE

Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.

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Get alerts when strategies are updated

Whenever Schwab updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.

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Rebrand models and make them your own

Model subscriptions are designed to let your brand shine. Whether you’re directly following Schwab strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business. 

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Eventide Model Portfolios:

Seeks to provide long-term capital appreciation.

 

Eventide Target Risk Model Portfolios

These model portfolios are offered as a strategic asset allocation solution for investors who wish to align an entire portfolio with Eventide’s investment philosophy. The Asset Allocation Team seeks to identify asset allocations that meet the portfolios’ return and risk objectives as efficiently as possible while investing exclusively in mutual funds offered by Eventide. The strategic allocations of the models are constructed based on the proprietary macro forecasts and research of Eventide’s portfolio management team. The portfolios are evaluated regularly and rebalanced quarterly to keep allocations aligned with target weights.

Investing That Makes the World Rejoice®

Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by seeking to provide high-performing investments that we believe create compelling value for the global common good. We believe high-quality companies that excel at creating value for others and trade at a discount to intrinsic value offer superior long-term risk-adjusted returns.

 

 

 

See Eventide Strategies Modeled in Riskalyze

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