SOURCE: Fund Architects

Fund Architects

February 12, 2013 08:00 ET

Fund Architects to Provide Select Allocation Models to AlphaSource Investment Counsel

HEATH, TX--(Marketwire - Feb 12, 2013) - Fund Architects LLC, a provider of dynamic asset allocation portfolios, today announced the firm's risk-based models have been approved for use by AlphaSource Investment Counsel.

AlphaSource, a subsidiary of WE2 Inc., provides fee-based solutions to Investment Advisers and Investment Adviser Representatives around the country. One of its major clients is multi-award winner Broker/Dealer of the Year NEXT Financial Group, Inc.

"We know from experience that AlphaSource services a group of high-quality investment professionals," says Keith Reed, co-founder and Executive Vice President of Fund Architects. "We're confident our asset allocation models will provide a particularly powerful tool for the financial advisers doing business with the firm."

With the addition of Fund Architects, WE2 and its Investment Adviser affiliates now have more than 30 approved money managers for advisers to choose from. For its part, AlphaSource provides personalized investment strategies, professional investment management, and the diversity investors seek for their individual situation.

"With our Investment Adviser affiliates, we're trying to help financial advisers capitalize on their clients' unique portfolio opportunities," says Drew Miller, President of WE2, Inc. "We're pleased to have a proven manager like Fund Architects on board to help maximize the performance potential of these investments."

The Fund Architects models have been designed for a broad range of investors. An SEC-registered investment advisory firm, Fund Architect's strategies include global macro, strategic global diversification, dynamic allocations, high-quality active fund managers, and alternative or non-correlated strategies. The firm employs its allocation models in the design and construction of funds for Separate Accounts, Retirement Management Services, and Private Money Management.

Launched in 2007, Fund Architects today has relationships with most major custodians and clearing firms. Information on the firm's investment strategies is available at www.fundarchitects.com or by calling 866-539-4186.

About Fund Architects LLC
Fund Architects is a discretionary, fee-based money management firm providing professional asset allocation models and management to financial advisory firms. Headquartered in Texas, the firm has arrangements with Broker/Dealers, Insurance Companies, Qualified Plan Providers, and Registered Investment Advisors around the country. Fund Architects' proprietary asset allocation models are constructed from a broad universe of managers using a fundamental and quantitative analysis to conduct fund selection. Offerings include Separate Accounts, Retirement Management Services, and Private Money Management. For more information, visit www.fundarchitects.com.

Contact Information

  • Contact:
    Keith Reed
    Fund Architects LLC
    866.539.4186
    Email Contact