Client concerns: Savings

Will I outlive my savings?

Your clients worry their retirement assets won’t last due to:

  • Longer life expectancies

  • Inflation

  • Taxes

  • Long-term health-care costs

  • Market volatility/corrections

Showing your clients how to manage risk and avoid excessive fees can help them squeeze more earnings out of their investments. Our Quantified Fee Credit (QFC) strategies provide low-cost, dynamically risk-managed investment solutions that can help your clients’ army of dollars protect them for a lifetime.

Investments that work smarter and harder: Two levels of dynamic risk management, one low fee

The QFC strategies use our subadvised Quantified Funds to deliver nine of our popular strategies at a net fee at least 25% lower than our standard fees.*

The QFC strategies also provide two levels of dynamic risk management:

  1. Dynamic, risk-managed strategies are used within the Quantified Funds.
  2. The QFC strategy portfolios are rebalanced and reallocated among the funds, as needed.

*For QFC Strategies the 35 basis points (bps) is the maximum advisor’s portion of the advisory fee directly charged for accounts held at E*TRADE Advisor Services; it’s a 50 bps maximum at Schwab and TD Ameritrade due to their higher fund platform fees. This fee results from the use of funds sub-advised by FPI. FPI’s sub-advisory fees are a credit against the Client’s advisory fee, which is billed by FPI inclusive of the share chosen by the Financial Advisor. Depending on the mix of the funds utilized, at E*TRADE Advisor Services the available credit can exceed 65 bps but would never be less. On other platforms, the credit is at least 50bps.

More about dynamic risk management and how to build a portfolio for all market environments


QFC strategies

Sophisticated, dynamically risk-managed investments don’t have to come with a premium price tag. Learn how the QFC strategies can get your clients closer to their financial goals.

QFC brochure PDF


A closer look at the QFC strategies

Take a deeper dive into the QFC strategies to learn how they perform in various market environments, how they fit into a diversified portfolio, and how to access them within an SMA.

Watch the webinar


QFC fact sheets

Learn more about the purpose of each strategy and what methodologies and asset classes they use to get there.

Get the factsheets

How do I save enough for retirement?

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How can I protect my investments from market volatility?

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Financial concerns your clients are facing—and how you can help

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