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Tenth birthday balloon

iSectors Post-MPT Growth Allocation Model passes tenth anniversary

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Exchange traded fund investment strategist iSectors is marking the 10-year anniversary of its flagship Post-Modern Portfolio Theory (MPT) Growth Allocation model. 

Additionally, iSectors’ 14 ETF managed portfolios now hold performance verification in accordance with the Global Investment Performance Standards (GIPS).

In 2005 iSectors founder and CEO Vern Sumnicht developed the iSectors Post-MPT Growth Allocation in response to client dissatisfaction with investment results achieved using traditional buy and hold applications of MPT. His studies of academic research conducted since the original publishing of MPT in the 1950’s laid the groundwork for the strategy’s enhanced application of MPT principles.

“iSectors Post-MPT Growth Allocation does not change the use of MPT, the principles that prudent professional advisors use to manage investment portfolios. The time-tested success of the model comes from applying the principles of MPT more effectively,” says Sumnicht.

With a decade-long performance history, iSectors Post-MPT Growth Allocation qualifies with less than 20 percent of ETF managed portfolios in the Morningstar universe.

The model can also be utilised in 401(k) plans on the Matrix and Mid Atlantic Trust custodial platforms in a separately managed account (SMA) structure. In addition, both defined benefit and defined contribution retirement plans can access the model as a collective investment trust on most custodial platforms (CUSIP No. 45032P101).

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