How does GMA work?

We keep it simple.

Our job is to make sure you’re on track for retirement. We’ll evaluate the performance of your portfolio, then keep an eye on it to make sure it progresses as it should.

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Sign up for a free account

Create your profile, adding information about you, your investment firm, and your advisor. Your data is secure; it’s protected by bank-level security protocols and no one can access your information but you.

Run your report

Select the Asset Allocation Model matching your goals and risk tolerance, then generate your first report. Our proprietary algorithm will analyze the performance of your investment portfolio. (Your advisor will never be notified that this analysis has been run.)

Review your report

You’ll get comprehensive, easy-to-read information about the current performance of your portfolio. Reports are delivered monthly, so you can identify and work on areas of weakness in order to improve performance over time.

Want to see more?

View this sample report