MPD Explained


Times change. Markets change. Are your portfolios keeping up? If you are using traditional, old-school asset allocation techniques for client portfolios, the answer is probably, no. At Sowell, we’ve broken free from the past and utilize “Modern Portfolio Diversification” when designing client allocations. This new-age approach to portfolio development is designed to keep you in tune with changing markets and help you take your practice to the next level.

Modern markets require modern thinking. MPD is just that – a modern approach to building client portfolios. If the brutal bear cycles of 2000-02 and 2008 taught advisors anything, it is that traditional diversification is not enough in today’s fast-moving environment. Sowell’s Modern Portfolio Diversification approach diversifies client portfolios across multiple strategies, managers, and investment methodologies in order to help hedge against whatever comes next.

So, crack the code. Break free of the past. Stop trusting your clients and your business to portfolio “theory” that was developed in the 1950’s. It is time to modernize your thinking, your strategies, and your approach to portfolio design. Do yourself and your clients a favor by checking out Sowell’s Modern Portfolio Diversification strategies now – right now!

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