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Bd presentation
- 1. VPM Partners Robert Kendall,Managing Partner Mitchell Wood, Director of Operations
- 2. What we do •Structure ▫ Environment to build model portfolios with or without our time tested logic. • Scalability ▫ Deploy models across entire business ▫ Offer Consistency for clients • Branding ▫ Fully White-labeled reports and platform to accentuate IAR’s practice • Increased Revenue ▫ Provide value and opportunity to re-price existing business around a more active strategy.
- 3. What We’ll CoverToday • Our Investment Approach • Examples of VPM in practice • Platforms available to deploy strategies • Broker/Dealer integration options • Questions and answers.
- 4. Structure • We helpadvisors focus and define the strategies that are needed to manage their business. • We help to construct model portfolios that fit their current client base and the prospective target audience.
- 5. Structure • VPM ClassicPortfolios • vDAS ▫ Custom List of Active Positions ▫ Custom List of Active Positions ▫ VPM Buy/Sell/Reallocation Logic ▫ VPM Buy/Sell/Reallocation Logic or advisor ▫ Allocation Factor defined at Portfolio determined Construction ▫ Variable min and max values for each security ▫ Utilize Market Participation in place of Asset ▫ Combines elements of Asset Allocation in Allocation addition to Market Participation
- 6. VPM Classic • AllocationFactor is based on average long positions per day and Activity Settings • Deploys capital aggressively in new trends • Becomes 100% invested with fewer positions
- 7. vDAS • Allocation Factoris replaced with Max and Min Values • Max = Long Position Value • Min = Flat Position Value
- 8. Portfolios in Practice VPMClassic vDAS
- 9. Our Way, YourWay, Any Way
- 10. & Model Any Strategy •VPM Classic • MPT • vDAS • Buy & Hold • Self Managed • Third Party
- 11. VPM 2.0 • Created in 1999 • Web-Based • Accessible on Any Device • VPM Classic Logic • Create Model Portfolios • Issues Buy/Sell/Reallocation Sell Signals • Monitor Watch Lists • Research 18,000+ Securities
- 12. vDAS • Created in 2012 • Web-Based • Accessible on Any Device • Create Model Portfolios • Automatically or Manually Managed • Set Min and Max Values per Position • Set Reallocation Dates • Issues Buy/Sell/Reallocation Sell Signals • Research 18,000+ Securities • Detailed Reporting
- 13. PortfolioXpert • Our TopTier Platform • Computer Based • Combines VPM Classic and vDAS in one Environment • In-depth Research • Create and Maintain Defined Query Rules • Detailed, White-Labeled Reporting
- 14. Stock Screening • Professional and Pre-built • Good companion to VPM Process • Updated monthly • Emulate Varying Investment Styles • Proprietary Fundamental Ranking System • Idea Generation for Advisors • Transparent Historical and Back Tested Data • Powered by a Leader in Fundamental Data • Flexible for Additional Fundamental Analysis
- 15. One System toRule them All
- 16. Broker/Dealer Integration • Reduced Pricing • White Labeled • Deploy Custom Model Portfolios • Portfolio Monitoring
- 17. Advisors in Action All Model Portfolios VPM Advisors create model by lARs can be portfolios around the reviewed at the BD objectives and level. methodologies needed for their practice. BDs can create lARs can subscribe to any their own Premier or BD Portfolios strategies to that they are permissioned. publish out to their lARs.
- 18. Our Partnership • Our Investment Approach Fits Today’s IAR’s needs • Provides Structure, Scalability and Branding to Businesses • Re-price Business • Various Platforms available to deploy strategies • Complements a Broker/Dealer Services with Integration
- 20. Thank You! VPM Partners: Participate. Protect. Grow.