Drive Results

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In a rapidly changing environment for financial advisors, how is your business positioned to both prosper and maximize your client's investment needs? At Trowbridge, we believe our investment solutions can help your business deliver a unique position that will make you stand out among the many commoditized investment products in the marketplace today.

 

The Growing challenge of democratized data, factors and efficient markets

 

Investors today have access to faster and cheaper investment data than ever before. This democratization of information is making financial markets trade more efficiently than at any time in history and has caused many financial institutions to create commoditized investment solutions. 

 

Having access to the same data and indicators are making it extremely difficult for investors to generate alpha when looking at the same factors. This is because investors are not diversifying away from the crowded commonly followed data-sets and indicators when developing a factor based system.

 

Our Edge

 

Trowbridge provides unique trend following price series models that attempt to reduce price momentum volatility. By reducing price momentum, it allows for greater confirmation of price trends, as well as the reduction of risk through the practice of identifying price exhaustion. This is what we call “robust confirmation of price”. This robustness allows our trend models to remain in a trade for the greatest price appreciation until the price appears fully exhausted thus increasing the likelihood of price failure. This process helps mitigate crowded trades to avoid momentum crashes, as well as diversifies away from commonly, followed momentum factors such as standard relative strength calculations.

 

To out-perform the crowd, investors need to look at data differently when using a factor based approach that will allow portfolios to diversify away from traditional factors.

 

Learn how Trowbridge can help you and your clients through SMA/UMA and model delivery solutions contact us for a consultation.

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Edge Evaluator - Let us help you win new clients 

Trowbridge Edge Evaluator will drive more business by:

• Analyze your prospective clients portfolio

• Created custom presentations for meetings

• Quantifiably demonstrate your value proposition that is customized to your business

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Learn more here

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Where Can I Access TCP Strategies?

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You can access TCP strategies primarily through Third Party Asset Management Platforms (TAMPs) and Broker-Dealers (BDs). Please see below a list of platforms where TCP is readily available.