by Simplicity Solutions | Dec 17, 2020 | Technology
NOW AVAILABLE ON Simplicity Solutions – LYONS TACTICAL PORTFOLIO! Discover how Lyons Wealth Management takes a different approach to tactical investing, using: Slower triggers for exit & entry signals → we make fewer defensive shifts Individual stock...
by Simplicity Solutions | Oct 8, 2020 | Technology
Simplicity Solutions is thrilled to announce a partnership with Ethic Investing! Ethic is a tech-driven asset manager that builds sustainable passive equity portfolios. As an end-to-end sustainability solution, Ethic can help you engage, acquire and retain clients...
by Simplicity Solutions | Sep 23, 2020 | New Managers
Bahl & Gaynor Large Cap Quality Growth Strategy now available on the Simplicity Solutions platform. Founded in 1990, Bahl & Gaynor Investment Counsel is a Cincinnati-based, employee-owned firm managing/advising $36.3 billion in assets. The firm’s two...
by Simplicity Solutions | Sep 1, 2020 | New Managers
We are happy to announce that Frontier Asset Management’s Globally Diversified, Alternative, and ETF Strategies are now available on the Simplicity Solutions Platform. For over 20 years we have been dedicated to helping clients reach their financial goals....
by Simplicity Solutions | Aug 11, 2020 | Technology
Discover new model portfolio solutions from the worlds largest asset manager, BlackRock, including: Target Allocation ETF portfolios designed to be your all-in-one, core portfolio solution Multi-Asset Income portfolios that help clients manage risk when seeking...
