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Fully Automated Rebalancing: Standing guard over your client portfolios.
If you are an advisor seeking to get started managing assets or just a more cost-efficient way to implement indexing (passive) management, then Minuteman is for you. This platform offers low cost, minute-by-minute monitoring of passive portfolios with the proprietary FLEXbalance™ system and aggregated account performance reporting. Established advisors can easily 'clone' your current model portfolios and effortlessly maintain asset allocation with automatic rebalancing. For new advisors, Minuteman is a true turn-key solution, supplying presentations, risk analysis tools, and 'template' model portfolios to get you started. Download a brochure (PDF)
Over time, portfolios will
be positioned for either too much or too little market risk. The
Minuteman's FLEXbalance™ system stands
guard over portfolio asset allocation, by monitoring ETF price movements
minute by minute.
Once FLEXbalance™ detects that an asset class has exceeded your preset allocation percentage (or that your preset calendar period has been reached), the system will immediately calculate and execute all rebalancing trades in each client's account, automatically.
However, this minute-by-minute monitoring doesn't translate into excessive trade activity. For example, a 1% change in an individual asset class actually requires a 10% change in the market price of the underlying ETF. Plus, Minuteman will only execute one portfolio rebalance activity per day.
Using the integrated deep-discount broker and custodian*, the trade costs per rebalance are almost negligible ($1 per ticker up to 200 shares, $.005 thereafter), making the system incredibly cost effective and time efficient for you.
Download rebalancing study (PDF)
Performance Reporting
The Minuteman platform includes complete reporting tools for daily values, investment policy statements, aggregated performance reports, and more. As a service, monthly performance reports are run and hosted online as PDF files, for easy access by your clients or staff.
Download a sample
performance report (PDF)
*Neither Minuteman Advisor Software nor MDL Associates are affiliated in any way with the broker or the custodian.
Understanding exchange-traded funds
Exchange-Traded Funds, or ETFs, are index funds that trade just like stocks on major stock exchanges. All the major stock indexes (such as Dow Jones 30, S&P 500, and Nasdaq 100) have ETFs based on them and there are even ETFs for large US companies, small ones, real estate investment trusts, international stocks, bonds, gold and other specialty indexes.
Using an ETF instead of a mutual fund in portfolios brings many benefits, such as the ability to make a buy or sell at anytime during the day (rather than end of day only) and ETF annual fees are as low as .09% of assets, compared to the average mutual fund fees of 1.4%.
Minuteman is the only platform created exclusively to help advisors easily manage their ETF portfolios.
Download overview of ETFs (PDF)
Frequently asked questions about ETFs >
The benefits of an indexing strategy
Passive investing - also known as index investing - is a strategy of broad diversification over many asset classes. It reduces systematic portfolio risk and internal costs which can place a drag on performance.
Numerous studies by unbiased academics have shown clearly that actively managed funds with leading performance records one period are just as likely to underperform as outperform the market, the next. Index investors therefore choose to 'be' the market rather than trying to beat it.
S&P
indexes vs mutual fund performance >
