Active Allocator Announces Agreement With View Capital Advisors, LLC

Top tier RIA benefits from Active Allocator investment methods.

Active Allocator

Active Allocator LLC (“ActiveAllocator”) announced today a multi-year agreement with View Capital Advisors, LLC (“View Capital”). View Capital, an early adopter of the ActiveAllocator methodology and system for strategic asset allocation, analyzes, optimizes and provides investment portfolio expression for its high-net-worth clientele.

Sameer Jain and Brian Jones, co-founders of ActiveAllocator, noted, “We are extremely excited and privileged to add View Capital as a client of the firm. View Capital Managing Director and Chief Investment Officer, Ken Shoji, has been an advisor to ActiveAllocator. Our deep engagement with the firm over the past year and the generous feedback we receive, has been instrumental in ActiveAllocator’s product evolution. Such sophisticated RIAs who provide top quality investment and wealth management advice both benefit from and help us improve. They help us reset advisor and investor expectations about investment management and asset allocation advice, including where the best advice comes from, what it should cost, and how it is delivered.”

Commenting on the agreement, Mr. Shoji said, “We continue to be impressed with the ActiveAllocator technology and see huge opportunity to bring in fact-based, product-agnostic financial advice, one collaboratively arrived at with our clients.”

In addition to client portfolio analysis, View Capital uses ActiveAllocator to construct hypotheticals, model market scenario analyses and generate new client proposals.

“Amongst the many benefits of the ActiveAllocator platform is enhancing our ability to add alternative investments as well as demonstrate with facts, numbers and other specifics new ways to bring about improvement in client portfolios. Our success rate in attracting new assets and clients too continues to improve since we began incorporating ActiveAllocator recommendations in proposals,” noted Mr. Shoji.

About Active Allocator
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. As FinTech, it helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes.

Phone: +1 312 498 1903

Source: Active Allocator


Categories: Investments

Tags: ActiveAllocator, Asset Allocation, Bespoke Portfolios, Digital Disruption, FinTech, Portfolio Construction, RIA, WealthTech

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About ActiveAllocator

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ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

20 Newport Parkway (Suite 2005)
Jersey City, NJ 07310
United States