AllocateRite is a cloud-based, fully automated dynamic asset allocation ecosystem.
AI-Driven Investment Strategies
The driving force behind AllocateRite’s platform is its dynamic asset allocation model powered by proprietary AI algorithms.
Automated, Feature-Packed Platform
Our strategies are wrapped in an intuitive platform that seamlessly integrates with your business to simplify operations, and automate key functions providing for increased scalability, lower costs, and a better client relations.
Wealth Management for the Long Run
Our service offers an ecosystem of benefits for individual investors looking to preserve and grow their wealth for the long run.
AllocateRite Helps Clients Rise Above Market Volatility
AllocateRite’s back-tested model performance significantly outperforms the S&P 500 and a traditional 60/40 portfolios over the long term, especially when presented with significant down periods.
Data is based on a started value of $100,000 as of January 3, 2005. Past performance is not necessarily indicative of future returns. Any information you receive from AllocateRite is believed to be reliable. Nevertheless, neither AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or timeliness of such information. The information provided on this website does not necessarily reflect the most up to date or current information available on the product or service. The information contained herein is provided without any warranty of any kind.
The 60:40 return uses 60% of the S&P 500 return and 40% of the i-Shares Trust 7-10 Year Treasury Bond ETF which holds primarily US Treasury Notes with varying coupons.*
*Please see Disclaimers and Disclosures for additional information regarding backtested data and historical performance.