Multi-Manager Optimized Portfolios for Osaic Advisors
Built for Osaic’s Advisor Managed Program and powered by Envestnet, these ETF portfolios are designed to help you save time and scale your business—without sacrificing quality or control.
We start with over 4,000 U.S.-domiciled ETFs, rank them using our proprietary Capital Power Ratio™ to identify top managers with consistent, high-quality performance, and construct portfolios using machine learning to align with specific loss thresholds and compounding goals. Portfolios are re-optimized annually and delivered as a one-time purchase—no ongoing fee or contract required.
If you find value in these models, consider upgrading to our Model Subscription Service for expanded portfolio options.
Free yourself from the complexity of manager selection—and spend more time doing what matters most: serving clients and growing your practice.