Stone Wall Financial partners with firms, their investment advisers and institutions as Sub-Adviser for delivering active portfolio management and investment strategies. We champion a broad spectrum of SHEP optimized securities through a variety of offerings and distribution channels, willing to partner with TAMPs and ETF providers to deliver our solutions.
We provide access to diversified models consisting of popular ETFs, built to help meet the unique risk profiles, time horizon, and objectives of your clients.
Explore, by portfolio or by individual securities, how SHEP Edge may help to bolster the risk-adjusted returns of your own strategies.
Operating as a Sub-Adviser to registered and exempt investment companies is in our future plans, to release SHEP-driven ETFs on the global exchanges.
Have your own ETF, or interested in starting one? Explore how augmenting your own strategy with SHEP Edge may help you increase alpha and lower beta.
Steps in partnering with us to gain the SHEP Edge for you and your clients.
We are here to support you in gaining a deeper understanding of how SHEP portfolios, strategies and securities can benefit you and your clients. Although your journey may be unique to your own objective and circumstances, we hope the stages outlined below are beneficial. At any point through this process, we are happy to assist.
• Let’s Talk SHEP: Demo – Book an Appointment
• Review performance details of our SHEP Indices on VettaFi – SHEPAGG, SHEPMAGG, SHEPMOD
• Obtain the BDO Findings Report on the SHEP platform’s financial performance accuracy
• Need our help? Schedule a Consultation
• Use our SHEP Indices as benchmarks in your investment analysis tools (e.g. Morningstar, Nitrogen, Envestnet, Bloomberg)
• Our Indices Names: SHEP Tactical Aggressive Index (SHEPAGG), SHEP Tactical Moderate-Aggressive Index (SHEPMAGG), SHEP Tactical Moderate Index (SHEPMOD)
• Let’s Talk Partnership – Schedule a Consultation
• Sub-Adviser relationship works the same for SHEP Advantage and Custom Portfolios
• Interested in sponsoring your own ETF, or boosting the performance of your existing ETF?
• Let’s Talk ETFs Powered by SHEP – Schedule a Consultation
• Let’s Talk TAMP Options? – Schedule a Consultation
• TAMPs provide access to SHEP Advantage and Custom Portfolios.
• If you don’t have a TAMP partner, we can introduce you to ours.
• Establish Sub-Adviser relationship and plan process for your firm and client onboarding
• We work with your TAMP to upload SHEP Advantage and/or Custom Portfolios
• TAMP provides you with your own, white-labeled website for synchronizing and managing your client accounts
• Intuitively, you enroll client accounts to the preferred SHEP model portfolios
• SHEP platform executes your clients’ portfolio strategies automatically
