APPLETON, Wis.--(BUSINESS WIRE)--iSectors®, LLC, an exchange-traded fund (ETF) investment strategist, announces the 10-year anniversary of its flagship Post-Modern Portfolio Theory (MPT) Growth Allocation model. Additionally, iSectors®’ 14 ETF managed portfolios now hold performance verification in accordance with the Global Investment Performance Standards (GIPS).
In 2005 iSectors® founder and CEO Vern Sumnicht developed the iSectors® Post-MPT Growth Allocation in response to client dissatisfaction with investment results achieved using traditional buy and hold applications of MPT. His studies of academic research conducted since the original publishing of MPT in the 1950’s laid the groundwork for the strategy’s enhanced application of MPT principles.
“iSectors® Post-MPT Growth Allocation does not change the use of MPT, the principles that prudent professional advisors use to manage investment portfolios. The time-tested success of the model comes from applying the principles of MPT more effectively,” says Sumnicht.
With a decade-long performance history, iSectors® Post-MPT Growth Allocation qualifies with less than 20 percent of ETF managed portfolios in the Morningstar universe.
The model can also be utilized in 401(k) plans on the Matrix and Mid Atlantic Trust custodial platforms in a separately managed account (SMA) structure. In addition, both defined benefit and defined contribution retirement plans can access the model as a collective investment trust on most custodial platforms (CUSIP No. 45032P101).
For more information on the iSectors® Post-MPT Growth Allocation, please contact iSectors® at 1.800.iSectors or visit www.iSectors.com.
About iSectors®, LLC
iSectors® is an SEC-registered investment advisor that develops and manages a comprehensive suite of ETF-based asset allocation portfolios intended for use by registered investment advisors through turnkey asset management and major custodial platforms. iSectors®' array of model strategies, services, and support empowers advisors with the ability to create and maintain unique investment solutions tailored to each client's individual investment goals and risk tolerance. iSectors® proprietary investment strategies seek to improve risk-adjusted returns by employing a number of methodologies, including quantitative analysis, strategic and tactical asset allocation.