Financial

CORE / SATELLITE PORTFOLIO DESIGN METHODOLOGIES U.S. PATENT NO. 8,341,060 B2

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Decision Technologies Corporation Trustee Empowerment & Protection, Inc. March 30, 2020 Report Abstract Our patented Core / Satellite strategy was designed to help fine tune overall portfolio risk exposure / volatility – optimizing the portfolio’s risk/return profile.This report provides summary description of the strategy together with the rationales and techniques needed to implement it. Introduction […]

Financial

Complying with New National & State “Fiduciary” and “Best Interest” Rules – A New Solution

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The new regulatory initiatives by the SEC, DOL, and an increasing number of states, as well as recently filed lawsuits challenging them, are causing tremendous uncertainty. It’s clear that “something is coming” but, exactly what? Will compliance simply require increased disclosure, or will something more be required? Either way, there’s now a solution. The apparent […]

Financial

Third Party Evaluation of DTC Technology

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C. Michael Carty, President of the NYC Chapter of QWAFAFEW, completes evaluation of DTC’s decision assistance technology. “Of all the available choices, which one is best for my client?” AN INDEPENDENT “QUANT” REVIEW OF DTC’S PATENTED DECISION-ASSISTANCE TECHNOLOGY AS APPLIED TO INVESTMENT ADVISORY SERVICES DTC’s patented decision-assistance technology is an evolutionary step beyond the tools […]