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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

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PORTFOLIO SOLUTIONS HARNESSING RISK

For advisors ready to chart a steady course.

RISK AND RETURN: ONE DOESN'T EXIST WITHOUT THE OTHER

We all want client returns to be high. But we also know risk involves careful strategy and complex analysis. 

MANAGE CLIENT ANXIETY BY REDUCING THE

EXPECTED RANGE OF OUTCOMES IN THEIR PORTFOLIO

Why take on more risk than necessary? DataDriven Advisor allocates assets based on data, finance and Nobel prize-winning theory. The DataDriven Process is a mathematical system that we use to lower volatility. It’s robust,  yet simple,  to enable you to allocate client accounts among three portfolios, categorized by risk.

Here is what we look at: 

DataDriven Advisor is a financial services company with a vision to help financial advisors across the United States deliver a better financial planning and investment experience to their clients. 

Allocate assets with the

DataDriven series of portfolios: Conservative, Core, Aggressive

MODEL

PORTFOLIOS

Use tools to provide context to real-life decisions clients are facing.

CALCULATORS

AND TOOLS

Build your business rapidly with with data visualization.

RESEARCH AND PRESENTATIONS

Play this game with your client:

You’re going to determine their returns for the next 12 months. Have them put all of their money on the table in front of you. Hand them a nickel and a quarter, then ask them to choose a coin under these assumptions.

WHICH COIN DID THEY CHOOSE?

If your client chose the nickel, they have indicated that they’re more concerned with risk than return.