Securities Service Network (SSN) has contracted with Lunt Capital Management to provide SSN's network of independent financial advisors with models, research and marketing based on the 7Twelve investing philosophy.
Advisors selecting one of the three models (conservative, moderate and moderately aggressive) can easily rebalance all associated accounts using the trading tools on SSN's Encompass platform.
Encompass also provides assistance to advisors who research, create and maintain their own model portfolios.
"We are excited about our new relationship with Lunt Capital Management, and the availability of the 7Twelve portfolios. The models are especially attractive to advisors seeking an efficient, cost-effective alternative to complete third-party money management, with all of the support materials included," says Wade Wilkinson, president and CEO of Securities Service Network.
SSN advisors who invest in 7Twelve portfolios on the platform are provided with an extensive support package of 7Twelve research, analysis, articles and materials designed to help advisors get, keep and grow their advisory business.
John Lunt of Lunt capital Management says: "Lunt Capital Management is pleased to offer a unique suite of investment portfolios, specifically built for SSN advisors through Encompass. These turn-key, globally diversified investment solutions use the 7Twelve methodology created by Dr Craig Israelsen and are available in conservative, moderate, and moderately aggressive profiles."