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Custom Model Partnership

We study the managers, models, and funds you already use, build model sets around them, and find where Main complements what you run.

Read our philosophy

What you get

Each engagement produces documents your practice can put to work directly, and the research team stays with the set after it goes live.

A model-set report

The full set and each model in it, with the analysis behind every choice: the role each holding plays, how the models step up in risk, and what was kept from your current lineup.

A workbook for your rebalancer

Each model’s holdings and weights in a spreadsheet formatted to load into the rebalancing software you already use.

Risk scores in your platform’s terms

Each model’s risk is expressed in the measure your platform uses, with its equity exposure shown beside it. Final scores are set once the models are entered in your platform’s own tool.

Support after the models go live

Ongoing reviews, market commentary and model updates, with direct access to the research team as your book changes.

How it works

The work is iterative. Drafts go back and forth until the set fits the practice, and the review continues after the models are in place.

  1. 01

    Learn

    We map your book: the account mix, client objectives, platforms, preferred managers and performance goals.

  2. 02

    Build

    We draft the risk-graded set with you: the role of each sleeve, the weights, and the risk profiles that fit the practice.

  3. 03

    Implement

    You implement the models on your platform, using the workbook and risk documentation, with our team supporting the setup.

  4. 04

    Partner

    We refine the set as your book evolves, with ongoing reviews, market commentary and model updates.

What a model set can be built from

The set follows what your platform supports and how you like to invest. Your managers can stay, and the work can be as narrow as a single question.

  • Building blocks

    Manager models, individual ETFs and funds, or a combination of the two.

  • Your current managers

    By default the set keeps the managers you already use and changes only what it needs to. A build from a blank page, drawn from our own research, is available on request.

  • Account types

    Qualified and non-qualified versions of each model. Transitions can start in qualified accounts and move more gradually in taxable ones.

  • Smaller engagements

    Not every engagement is a full set. We also review a single portfolio against a proposed alternative, look at where one of our strategies could fit in your current lineup, compare a strategy side by side with a manager you use now, and look over your own models before you trade them.

An illustrative model set

In a build around your lineup, your managers keep their places and Main’s strategies sit alongside them where they fit.

Conservative

  • Your dividend equity
  • Active Sector Rotation
  • BuyWrite
  • Your short-duration bonds
  • Your core bond manager

Moderate

  • Your large-cap manager
  • Active Sector Rotation
  • Your dividend equity
  • International
  • Your core bond manager

Growth

  • Your large-cap manager
  • Active Sector Rotation
  • Your small and mid cap
  • Thematic
  • Your core bond manager

Illustrative. Rows are equal in height and do not represent weights.

Illustrative allocations for discussion purposes only – not a recommendation, an actual client portfolio, or a guarantee of availability on any platform. Model sets are built to the advisor’s platform, preferred managers, and fee budget.

Where the models run

Sets are built for the platform you already use, and delivered in a form its tools can take in.

  • Orion

    Models formatted for Orion’s rebalancer, with risk expressed in Orion’s own scores.

  • LPL

    Models for LPL’s advisory programs, including Model Wealth Portfolios and advisor-managed accounts.

  • Altruist

    Models formatted for Altruist’s own model and rebalancing tools.

  • Custodian-direct

    For practices that custody at Schwab or a similar custodian and run models in their own rebalancing software.

Strategy availability and platform features are subject to platform rules and change. See where Main’s strategies are available.

Who builds the set

Custom model work builds on the research and portfolio management Main has done for more than 20 years. The firm has been one of the early pioneers of ETF portfolio management since 2002.

They build and maintain each set. The market context, asset-class views and manager research behind it come from Main’s Investment Committee.

Talk with the team

We start with one working session on your book, your platforms, and where Main’s strategies could fill a gap. Many partnerships begin with a single model in a few accounts.