Yieldstream is offered to financial advisors as a model portfolio signal subscription.
Updated every business day with the latest mutual fund prices, we determine the optimal bond fund allocation, and calculate the model portfolio’s current value and performance. When there’s a change in the model portfolio, we send our subscribers an email alert, with details on which funds were bought or sold.
Multiple versions of the strategy are available, tailored to the mutual funds available at each custodian and broker.
Please contact us for more information and to discuss your specific needs.