We put powerful tools in the hands of financial advisors that allow them to shape each client’s unique financial goals into customized portfolio strategies. Our technology transforms portfolio models into scalable planning solutions optimized for each client’s specific requirements. These tailored solutions differentiate your services from cookie cutter investment products, and help strengthen the bond of trust between you and your clients.
Learn MoreWe offer unprecedented control over every aspect of the investing and planning framework. Customized capital market assumptions and asset allocation strategies give you the power to incorporate your philosophical beliefs regarding market behavior. CMPAS provides analytics and risk modeling on a broad range of asset classes, allowing portfolio managers to maximize potential returns or reduce risk through enhanced portfolio diversification. Modular portfolio building blocks allow for efficient portfolio management and risk monitoring, while also providing for customized investment strategies tailored to the needs of each client. Using both absolute and relative risk metrics, you determine how much risk is built into each investment strategy.
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Caravel Concepts does not work directly with individual investors, because we believe they deserve the personalized attention and professional expertise that only a financial advisor can provide. But we serve investors through their financial advisors by allowing them to express and prioritize their life goals during the planning process. Advisors then craft customized portfolio strategies that provide increasing protection from difficult markets for the investor's most important goals.
