RESOLVE ONLINE ADVISOR

ADAPTIVE STRATEGIES DESIGNED TO THRIVE IN CHANGING ENVIRONMENTS

Simple and Secure Web Interface

Advanced Global Asset Allocation

Downside Protection

Targeted Risk Control

100% Rules-Driven

RESOLVE ONLINE ADVISOR

ADAPTIVE STRATEGIES DESIGNED TO THRIVE IN CHANGING ENVIRONMENTS

Simple and Secure Web Interface

Advanced Global Asset Allocation

Downside Protection

Targeted Risk Control

100% Rules-Driven

ZERO

COMISSIONS

0.95%

MANAGEMENT FEE

$ 250,000

HOUSE HOLD
MINIMUM

Easy sign up process and intuitive user interface

Open up an account in as little as 15 minutes by answering our online risk questionnaire and completing our simple account opening process.
You will then gain access to our easy to use, fully transparent, and comprehensive online platform, with all the information you need at your fingertips, day or night.

Adaptive global portfolios with reliable downside protection.

When you lose 50% you have to make 100% returns to break back to even.

US equity investors have endured this scenario twice (blue zones) in the past decade. On average it took investors 5 years to break back to even. Our solutions are built to avoid large corrections by constantly maximizing global diversification and applying rules to adapt to changing markets.

ReSolve Adaptive Asset Allocation Index Across Different Markets Regimes 1995-Q2 2016

graphic-adaptive-asset-allocation-plot

The ReSolve Adaptive Asset Allocation: 8% Volatility (USD) Index is based on simulated performance.

About this data.

General information regarding the ReSolve Adaptive Asset Allocation 8% Volatility (USD) Index, hypothetical performance and simulated results.

For illustrative purposes only. Past results are not necessarily indicative of future results. These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account or fund will or is likely to achieve profits or losses similar to those being shown. The results deduct a 0.95% yearly fee commensurate with the fee charged by ReSolve to manage this mandate on the online advisor platform. The information in this presentation has not been reviewed or audited by an independent accountant or other independent testing firm. More detailed information regarding the manner in which the charts were calculated is available on request. Any actual fund or account that ReSolve manages will invest in different economic conditions, during periods with different volatility and in different securities than those incorporated in the hypothetical performance charts shown. There is no representation that any fund or account will perform as the hypothetical or other performance charts indicate.

General information regarding the simulation process.

The systematic model used historical price data from Exchange Traded Funds (“ETFs”) representing the underlying asset classes in which it trades. Where ETF data was not available in earlier years, direct market data was used to create the trading signals. The hypothetical results shown are based on extensive models and calculations that are available for any potential investor to review before making a decision to invest.

Benchmark Disclaimer

The Global Market Portfolio Benchmark approximates the returns to a passive global market capitalization weighted portfolio in U.S. dollars. It consists of the following investable universe of low-cost Exchange Traded Funds: 45% Vanguard Total World Stock Market, 20% Vanguard Total Bond Market, 20% SPDR Barclays International Treasury Bond, 2% PowerShares DB Commodity Index, 2% SPDR Gold Shares, 3% iShares iBoxx $ High Yield Corporate Bond, 1.5% iShares International Inflation-Linked Bond, 5% SPDR Dow Jones Global Real Estate, 1.5% iShares TIPS Bond. Where ETF data was not available in earlier years, direct market index data or mutual fund proxies were used to create the benchmark.

The US Equity benchmark is Vanguard Total World Stock Market Exchange Traded Fund.

Exclusive focus on diversification through Global Asset Allocation. 

Research shows that the asset allocation decision trumps security selection. In 2008 it didn’t matter what stocks you owned – you still lost money.

In contrast, when selecting across global asset classes there is almost always a bull market to transition into, even during global equity bear markets. 

ReSolve forgoes security selection in order to maximize the benefits of asset allocation by managing exposure across a broad array of ETF’s representing over 90% of global markets.

Global Asset Class Performance Quilt 2005-Q1 2016

Daily Returns Volatility – S&P 500 vs. Adaptive Asset Allocation Index
 January 2008-December 2008

S&P 500 Index Daily Volatility vs. ReSolve Adaptive Asset Allocation Index Daily Volatility.

About this data.

General information regarding the ReSolve Adaptive Asset Allocation 8% Volatility (USD) Index, hypothetical performance and simulated results.

For illustrative purposes only. Past results are not necessarily indicative of future results. These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account or fund will or is likely to achieve profits or losses similar to those being shown. The results deduct a 0.95% yearly fee commensurate with the fee charged by ReSolve to manage this mandate on the online advisor platform. The information in this presentation has not been reviewed or audited by an independent accountant or other independent testing firm. More detailed information regarding the manner in which the charts were calculated is available on request. Any actual fund or account that ReSolve manages will invest in different economic conditions, during periods with different volatility and in different securities than those incorporated in the hypothetical performance charts shown. There is no representation that any fund or account will perform as the hypothetical or other performance charts indicate.

General information regarding the simulation process.

The systematic model used historical price data from Exchange Traded Funds (“ETFs”) representing the underlying asset classes in which it trades. Where ETF data was not available in earlier years, direct market data was used to create the trading signals. The hypothetical results shown are based on extensive models and calculations that are available for any potential investor to review before making a decision to invest.

Benchmark Disclaimer

The Global Market Portfolio Benchmark approximates the returns to a passive global market capitalization weighted portfolio in U.S. dollars. It consists of the following investable universe of low-cost Exchange Traded Funds: 45% Vanguard Total World Stock Market, 20% Vanguard Total Bond Market, 20% SPDR Barclays International Treasury Bond, 2% PowerShares DB Commodity Index, 2% SPDR Gold Shares, 3% iShares iBoxx $ High Yield Corporate Bond, 1.5% iShares International Inflation-Linked Bond, 5% SPDR Dow Jones Global Real Estate, 1.5% iShares TIPS Bond. Where ETF data was not available in earlier years, direct market index data or mutual fund proxies were used to create the benchmark.

The US Equity benchmark is Vanguard Total World Stock Market Exchange Traded Fund.


Risk targeted portfolios that deliver on the experience you sign up for.

We believe that the journey is just as important as the destination. With that in mind ReSolve provides wealth management solutions that specifically target individual risk profiles at 6%, 8% or 12% annual volatility*, year in and year out, regardless of market environment.

This is a large and crucial departure from traditional wealth management practices which focus on fixed asset allocations, while letting portfolio volatility vary wildly at times.

Investors should get the risk they signed up for. ReSolve seeks to deliver on this promise.

*Risk measured as annual standard deviation. For context, a traditional balanced portfolio averages 12% annual standard deviation but deviates away from this average aggressively during periods of market duress.

Systematic, rules-based investment process.

Most money managers rely on forecasts, expert opinions, and stories. The stories can be very compelling. Unfortunately, they aren’t helpful.
Our solutions are based on the most fundamental principles of finance, the latest academic research, and empirical evidence.
We follow a rules-based process – without emotion – to harvest documented sources of excess return in an accurate and repeatable way.

Recognized Thought Leaders

ReSolve’s principals have authored dozens of research articlesseveral papers, and a ground-breaking book.

Extensive recognition in print and televised media