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Traditional portfolio management sees risk as volatility within a portfolio. For investors, risk is more about the outcome. They wonder “what happens if I don’t achieve my goal?”

The Goals Optimization Engine creates a portfolio for each goal an investor has. GOE then actively adjusts the asset mix over time, seeking to maximize the probability of successfully reaching each goal. 

Each portfolio is probability-driven, personalized, and responsive to changes in the market or to any changes the investor might make to the goal. 

Published in the Journal of Investment Management, Among Others

Backed by 2018 Harry Markowitz Award-Winning Research

Patented Process

Winner of the MMI/Barron’s Industry Award for Disruption

Additional Resources

How—and Why—GOE®

Uses Dynamic Programming to Drive Asset Allocation Decisions

The Missing Link

Connecting Goals-Based Wealth Management to Investing

Learn More

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