Key Points:
- Document your clients investment expectations
- Define your responsibilities
- Deliver actionable results on an automated basis
Biography
Created The E-Valuator software in 2011 as a server-based application. In 2015, launched The E-Valuator software as a web-based application for outside advisors. In 2016, launched The E-Valuator Risk Managed Strategy (RMS) funds. The E-Valuator RMS funds are a fund-of-funds concept with over $565 AUM as of 12/31/2017. There are 6 RMS funds which are based on each individual’s risk temperament: Very Conservative, Conservative, Moderate, Growth, Aggressive Growth, and Tactical. Three of The E-Valuator RMS funds were some of the most utilized investment options on TD Ameritrade’s Qualified Plan business for 2017. Morningstar ranks each RMS fund above average for the past year ending January 15, 2018, with three of the investments performing in the top 20th percentile amongst their peers. Each RMS fund utilizes The E-Valuator software as the tool for selecting, monitoring and replacing the underlying investments.