Seeking Alpha

Vernl » Profile

Vern Sumnicht, MBA, CFP has 25 years experience as a successful financial planner and has been recognized for four consecutive years by “Worth Magazine” as one of the Nation’s Top Wealth Advisors. Vern and his team, with more than 100 years of collective post-graduate education, certifications and experience, developed iSectors® diversified ETF allocation portfolios.

Vernl's Company

iSectors iSectors, LLC is a turnkey asset management platform where advisors can outsource asset management and administration. However, rather than outsourcing to active managers or mutual funds, iSectors offers 19 asset allocation models developed with low cost, index, Exchange-Traded Funds (ETFs). iSectors offers 4 different series of index allocation models with options for various risk tolerances. Some of the iSectors models are very traditional and some are quite unique. The more unique iSectors models incorporate principles from research in Post-Modern Portfolio Theory and Behavioral Finance. In addition, the iSectors Liquid Alternatives Allocation and 5 Endowment Allocations use liquid alternative investments.
The most successful advisors specialize in building personal relationships while outsourcing the day-to-day hassles of administering accounts. The client is yours and working with the client to develop a financial solution is your responsibility. Implementing those solutions is best outsourced. By reducing your administrative burden, you have more time to serve your clients.
Visit http://www.isectors.com »
Company Contact Details
Phone Number:
1-800-iSectors
Location:
WI; USA
Web URL:
http://www.isectors.com
Snapshot
  • Financial advisor
  • Trading frequency: Monthly
Interests:
  • ETFs