"Through the advances of Post-Modern Portfolio Theory and our original research, we have come to a deeper understanding of what is essential to investors in achieving their financial goals. As a result, we help investors to map their investment success objectively and reliably."
Dr. Frank Sortino, Innovator of Desired Target Return® (DTR)
What We Offer
DTR® Navigator is a managed account solution for the Defined Contribution, Defined Benefit and high net worth arenas.
We work with advisors, plan sponsors/providers and DB plan administrators to offer the DTR® methodology via:
- Collective Investment Trusts/Funds
- Model Portfolios
- Dynamic overlays to existing portfolios
Research and Additional Information
Everything you need to know about this revolutionary advancement in the evolution of portfolio construction.