Wealth advisors can now complement their traditional, long only allocations with strategies typically less correlated to the market, such as hedged equity, market-neutral, and options strategies. In addition, SMArtX offers direct index strategies, both long and long/short, as well as more well-known market indexes. These types of strategies have been shown to help reduce volatility and protect against acute downside movements, especially in times of significant market disruptions.
Each of these traditional, alternative, and index strategies is offered through the SMArtX advisor dashboard and the same managed account structure, providing a single interface to create investment portfolios that meet your client’s investment objectives.