A network of experts

We have Model Managers in every discipline, each with their own strategy. Find one who shares your goals.
It's their money too

Unlike anonymous institutional managers, our Model Managers have their own money at risk along with yours.
Complete transparency

The personal portfolios of all our managers are online, so you can see what they own and look back at their track records.

Yield-focused models

401 Advisor Dividend and Income Plus
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- Approach Fundamental, Yield Focus
- Asset class Multi Asset Class
- Geography US
Performance
- -3.0%
  90 day
- 6.2%
  365 days
Avg. Sub.
- -3.9%
  90 day
Monthly vs S&P500

9.2% 12 months

3
1.1% fee
Rahul Diddi Diversified Target Yield Bond ETFs
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- Approach Fundamental, Yield Focus
- Asset class Debt, Equity
- Geography Global
Performance
- 0.0%
  90 day
- 3.5%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

2.8% 12 months

2
0.5% fee
Stone Fox Capital Net Payout Yields
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- Approach Fundamental, Yield Focus
- Asset class Equity
- Cap Bias Large caps
- Geography US
Performance
- -2.8%
  90 day
- 3.0%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

8.9% 12 months

2
1.1% fee
Dan Plettner MLP Direct Ownership
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- Approach Fundamental, Sector Focus, Yield Focus
- Asset class Equity
- Geography US
- Sectors Energy
Performance
- -11.0%
  90 day
- -0.2%
  365 days
Avg. Sub.
- -11.6%
  90 day
Monthly vs S&P500

2.1% 12 months

3
0.8% fee
Analytic Investment Dividend
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- Approach Quant/Technical, Yield Focus
- Asset class Equity
- Geography Global
Performance
- -4.4%
  90 day
- -0.2%
  365 days
Avg. Sub.
- -
  90 day
Monthly vs S&P500

2.9% 12 months

3
1.1% fee
David Fried High Yielding Buybacks
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- Approach Fundamental, Yield Focus
- Asset class Equity
- Cap Bias Large caps, Mid caps
- Geography International, US
Performance
- -1.9%
  90 day
- -0.3%
  365 days
Avg. Sub.
- -2.7%
  90 day
Monthly vs S&P500

1.9% 12 months

2
1.5% fee
Dan Plettner Taxable Income
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- Approach Fundamental, Specialist knowledge, Yield Focus
- Asset class Debt, Equity
- Geography Global
Performance
- -3.2%
  90 day
- -1.0%
  365 days
Avg. Sub.
- -3.8%
  90 day
Monthly vs S&P500

2.3% 12 months

2
0.8% fee
BSG&L Financial Growth Plus Income
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- Approach Fundamental, Yield Focus
- Asset class Equity
- Geography US
Performance
- -11.0%
  90 day
- -4.7%
  365 days
Avg. Sub.
- -11.5%
  90 day
Monthly vs S&P500

-1.9% 12 months

3
1.5% fee
Capital Ideas Macro Plus Income
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- Approach Fundamental, Macro, Yield Focus
- Asset class Debt, Equity
- Geography Global
Performance
- -8.4%
  90 day
- -9.0%
  365 days
Avg. Sub.
- -8.8%
  90 day
Monthly vs S&P500

-7.6% 12 months

4
1.5% fee
Andy Schornack Financial Services
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- Approach Fundamental, Sector Focus, Yield Focus
- Asset class Equity
- Geography US
- Sectors Financial Services
Performance
- -11.2%
  90 day
- -11.8%
  365 days
Avg. Sub.
- -12.1%
  90 day
Monthly vs S&P500

-6.5% 12 months

4
1.5% fee