We help advisors design strategic asset allocation that reflects client policies, concentrated or legacy positions, liquidity needs, and constraints. The result is a repeatable model library with ranges and benchmarks that fit your practice standards, whether you partner with Ascentis independently or as part of the team.
Strategic targets set the baseline. Tactical tilts are defined in policy with a risk budget, preapproved signals, and unwind criteria. Reviews are scheduled, documentation is maintained, and decisions are traceable to the policy.
We emphasize documented ranges, a defined risk budget for tilts, and reporting that ties outcomes to policy objectives. This keeps allocation decisions consistent across clients and reviewable in committee.
Ranges and reference benchmarks are proposed from policy objectives and risk capacity, then approved through your governance process. We avoid point estimates and document a review cadence so assumptions can be updated over time.
Tilts operate within a defined risk budget and time window. Triggers, position limits, and unwind criteria are documented in policy, and each tilt is logged with rationale and follow-up dates.
Yes. We help reflect concentrations in the strategic ranges and use satellite sleeves or overlays where appropriate. Transitions consider taxes, liquidity, and client constraints in coordination with the client’s tax advisor.
We map strategic models to your operational settings, including drift bands, lot-selection defaults, and rebalancing cadence. Reporting references the policy so reviews remain consistent across accounts.
