by Sawtooth Solutions | Dec 17, 2020 | Technology
NOW AVAILABLE ON SAWTOOTH – 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 selection → no...
by Sawtooth Solutions | Oct 8, 2020 | Technology
Sawtooth 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 through...
by Sawtooth Solutions | Sep 23, 2020 | New Managers
Bahl & Gaynor Large Cap Quality Growth Strategy now available on the Sawtooth 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 founding...
by Sawtooth 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 Sawtooth Platform. For over 20 years we have been dedicated to helping clients reach their financial goals. Frontier’s...
by Sawtooth 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...
by Sawtooth Solutions | Aug 7, 2018 | Technology
Today’s financial advisors stand before a wave of new technologies, overwhelmed with the prospect of having to be experts at each. The tech seems to be infinite, requiring infinite integrations and a thick notebook full of passwords. Redtail, Motif, LaserFiche,...
by Sawtooth Solutions | Jun 27, 2018 | Technology
Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...
