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Republic Wealth partners with ActiveAllocator for holistic asset allocation and portfolio construction

Tuesday, September 13, 2016
Opalesque Industry Update - Austin’s Republic Wealth Advisors has announced a strategic alliance with Active Allocator, Inc. to deliver cutting-edge asset allocation and portfolio construction methods to Republic’s clients and others.

Active Allocator owns and operates ActiveAllocator.com, the world’s first portal to seamlessly integrate traditional, illiquid and alternative investments in performing strategic asset allocation, portfolio construction and manager selection for financial advisors. ActiveAllocator’s proprietary algorithms build on and optimize the assets an investor already owns. In seconds ActiveAllocator analyzes a client's existing portfolio on a forward looking basis, generates numbers and metrics and makes recommendations to reallocate or add new sub-asset classes to complement and enhance existing holdings.

The ActiveAllocator alliance gives Republic Wealth Advisors new and unique abilities to evaluate an integration of a wide variety of asset classes including actively managed funds, passive index funds and ETFs as well as alternative investments such as hedge funds, managed futures and private debt within client portfolios. ActiveAllocator also proposes allocations across illiquid assets such as real estate and private equity, allowing Republic Wealth Advisors to evaluate potential benefits in incorporating them alongside an investor’s liquid holdings.

“With ActiveAllocator we can give our high net worth clients a truly comprehensive look at their portfolios, including illiquid assets, and recommend adjustments that we believe will improve their investment results,” said Republic CEO Kenny Landgraf. “Portfolio design is kind of like picking a football team. A squad with eleven great quarterbacks will still lose every game because it won’t have an offensive line. ActiveAllocator will help us put exactly the right player in every position.”

Sameer Jain, Active Allocator’s co-founder, said “We’re excited to be working with Republic Wealth Advisors. They have a top-notch team and a sterling reputation in the industry as a technology innovator. We think it’s a great match and look forward to a long fruitful partnership.”

Republic Wealth Advisors (RepublicWealthAdvisors.com) is a fee-only Registered Investment Advisory firm based in Austin, Texas with an additional office in Houston. Founded in 2001 by Kenny Landgraf, Republic offers active investment management services to high net worth individuals and institutions.

ActiveAllocator.com is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. A fintech digital disruptor, it offers RIAs and broker-dealer’s financial advisors a simple way to understand and explain alternative investments’ benefits within the context of their particular client’s holdings; to allocate appropriately, as well as to access exposure by investing with the right set of active manager funds.

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