The ZECP+ Portfolio Construction Process
Advisors can utilize any number and combination of SMAs (Separately Managed Accounts), or “tilts”, in order to allocate to different themes, sectors and asset classes. ZECP+ is a single account structure with an asset minimum of $100k*. For smaller accounts, explore our streamlined ZECP ETF Model Portfolios.
STEP 1 Data Submission
Our team works with you to compile a profile of your client that includes risk tolerance, investment preferences and other attributes.
STEP 2 Portfolio Design
A member of the investment committee evaluates your client’s needs and determines the appropriate combination of SMA tilts to be paired with ZECP.
STEP 3 Personalized Allocation
Once you receive your custom allocation, you can present the total portfolio solution to your client.
STEP 4 Ongoing Flexibility
You can shift in and out of the various SMAs at any time to reflect client preferences and market cycles.
