Strategic Asset Allocation

Rigorous research and a disciplined framework are at the core of our due diligence process.


Avantax Wealth Management's due diligence process provides the foundation for the disciplined framework used within Avantax’s IMS Select Portfolios. This process ensures that investment managers chosen embody direct implementation of the Avantax asset allocation models. This basis for evaluation and selection follows the application of Avantax's investment philosophy.

Avantax Wealth Management has long believed in the power of strategic asset allocation, implemented using rigorous academic and intellectual standards, to create the cornerstone of enabling clients to honor their important financial promises. Avantax also believes that skillful investment managers can be identified by applying a consistent process. While there are no precise predictions of future performance, Avantax believes those investment managers with the greatest chances of helping clients honor their promises can be found through intellectual rigor and skill.

Asset Allocation Model Development


Avantax Wealth Management’s strategic asset allocation policy combines eight asset classes to create five distinct asset allocation models for different investor risk profiles. These models are created using forward-looking estimates of expected returns, risk and diversification benefits of the asset classes shown below.*

The Portfolio Management Group

The Portfolio Management Group (PMG) is tasked with finding “best-in-class” investment managers and products for use across the IMS Select Portfolios strategies as well as other IMS programs.


What Do Investors Really Want?


Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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