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Win New Business by showing your value with Trowbridge's

Edge Evaluator 

We do all the work for you by creating customized and unique analysis to win new business.

Trowbridge's Edge Evaluator

 

Edge Evaluator is a free service that creates custom presentations that analyze a prospect's portfolio vs our models. We go beyond boiler plate analytical software to drive your messaging to win new business. 

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Our presentations win new business by analyzing:

  • How much risk is the client taking vs. their return?

  • Is their current return acceptable for the risk?

  • Is their current portfolio generating alpha?

  • Is their portfolio truly diversified?

  • Can the portfolio meet future liabilities?

  • Are there potential issues facing the portfolio based on the current Macro backdrop? 

 

Example 

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  1. This is an example of an advisor winning a $700,000 401k rollover from a Vanguard 2025 target date fund.

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Contact us about creating your custom presentation

GIPS® verified performance.

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  • TCP provides independent verification and transparency.

  • TCP worked with an independent consultant to ensure our GIPS policies, procedures and best practices are consistent with the standards.

  • Our GIPS policies and procedures can be seen in our performance tear sheets for further information.

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