February 4 - 6, 2021 | Orlando

Workshop Details

Fri., Feb. 8, 3:00 PM - 3:45 PM EST

Using a Robo-Advisory Approach for Stock & Sector Allocation

There is a lot of focus on Robo-Advisory platforms for investors, particularly those of the Millennial Generation. At Fusion IQ, we have developed a quant/fundamental model for investors and advisors that lends itself to a robo-driven interface. Our weightings guide investors among sectors or stocks based on our proprietary scoring system, with frequent rebalancing

speaker photo STRATEGIES
Jeff Cianci

Managing Director


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