Good Life Portfolio Solutions &
Wealth Allocation Models
Portfolio Solutions for
Smarter Investment Management
We handle the investments. You focus on your clients.
Good Life’s Portfolio Solutions service offers comprehensive account management that streamlines your operations while ensuring customized, fiduciary-driven investment strategies. We handle the investing while you maintain control of the client relationships so you can focus on growing your practice and serving your clients.
Wealth Allocation Models (WAM)
The Wealth Allocation Model, or “WAM”, is a model overlay service available to all Corporate (SAM) and Hybrid (SWM) Advisors. Our investment philosophy is centralized around a process driven strategic approach that minimizes the downside risk to pursue clients’ financial goals. Our research and technology platform capabilities allow us to build efficient models across the risk spectrum that appeal to many investors.
The foundation of our process is built upon these core principles:
Strategic Asset Location
Optimal asset allocation performance persists over full market cycles; however rapidly evolving market conditions require flexibility.
Risk Management
Our risk management approach incorporates active management and set drawdown parameters with the goal of achieving investment objectives- regardless of the ups and downs of the market.
Meaningful Diversification
Multiple segments, asset, classes and methodologies are incorporated into portfolios to help align the client’s risk comfort zone and their investment goals.
Competitive Fee Structures
High fees don’t always equate to performance. Over time, above average fees significantly detract from long-term returns. WAM aims to find funds with high performance and net expense ratios below the median expense level that peer group.
Experience You Can Trust.
Results You Can Scale.
Empowering advisors with turnkey investment management since 2015.
Diverse Model Options
Our diversified investment strategies offer flexibility and cost-efficiency, ensuring your clients receive solutions aligned with their financial goals:
Hybrid Portfolios
Portfolios combining active and passive strategies
etf models
Diversified, low-cost market exposure
UMAs
Customized strategies and flexibility to reach client goals
national & state tax efficiency
Tax-efficient portfolios, nationally and state specific
Individual stock sleeves
Choose either an Equity income or Growth stock sleeve
Advisor Testimonials
Don’t take our word for it – here’s what our affiliated advisors say:
The wealth allocation management sector, they’re golden. Noah and Chris handle the bulk of my book. Research is not what I do well. I mean, I can do it, but it will take me longer because that’s not what I do. So, finding someone that I can trust to take care of my clients was important to me.”
DeBorah Gant | Financial Advisor
Guiding Life Financial Group
My strength is talking with clients, being the relationship manager, and financial planning. I don’t have enough hours in the day to research what the best investments are and where we should be making strategic or tactical moves. And that’s where the WAM team came into place for me. That’s what really drew me to Good Life.”
Ty McDonald| Financial Advisor
Down Home Financial
Related Insights & Resources
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