Services
Crafting Solutions for Your Practice
We build tailored, systematic asset management programs to the needs of your practice.
We build scalable asset management solutions so advisors can refocus their time.
We partner with financial advisors and wealth management teams to reimagine their asset management programs for increased capability and scale.
We don't sell off-the-shelf models, but rather take your practice's needs, preferences, and personality into account to build systematic models, fund analytics, and content. Each of our methods is deeply researched and we only deploy evidence-backed investing techniques.
Multi-Asset Models
Systematic Models Driven by Our Multi-Asset Portfolio System (MAPS)
Our strategic consulting empowers businesses to navigate complexities, anticipate challenges, and embrace opportunities for enduring success. From market analysis to goal-setting, we craft a roadmap that aligns with your vision, ensuring every move is purposeful and impactful.
Our strategic approach goes beyond conventional methods, embracing innovation and adaptability to keep your business ahead of the curve. With a focus on long-term growth, our strategy service is your compass in the ever-evolving business landscape.
Our strategic approach goes beyond conventional methods, embracing innovation and adaptability to keep your business ahead of the curve. With a focus on long-term growth, our strategy service is your compass in the ever-evolving business landscape.
Rules-based systematic models
Bespoke mixes of evidence-based investing techniques
Customizable asset classes and exposure tolerances
Dynamically adjust to varying market conditions
Fund Analytics
Screening, Scoring, Analytics and Monitoring
Glacier provides proprietary scoring on investment funds and strategies that your practice can leverage as part of your due diligence and screening efforts.
You retain complete ownership over how you express your asset allocation models. However, we can help reduce the time and effort spent on analyzing funds, monitoring your positions, and alerting you to potential issues. We have no relationships with fund companies, so you can trust that our analysis is independent and unbiased.
You retain complete ownership over how you express your asset allocation models. However, we can help reduce the time and effort spent on analyzing funds, monitoring your positions, and alerting you to potential issues. We have no relationships with fund companies, so you can trust that our analysis is independent and unbiased.
Objective quantitative analysis
Custom scoring and ranking
Adaptable to fit the preferences of your practice
Neutral and independent
Market Insights
Institutional-grade Reports and Content Delivered to Your Team
We provide consolidated and concise market reports and analytics that help you and your team stay up-to-date on what is happening across capital markets. With Glacier, your team will stay well-informed and armed for inbound client questions without needing to spend hours each week scouring research reports, news, and financial media.
Market analysis, talking points and insights
Bite-sized content for your team to keep them informed
Kept accessible yet detailed to keep you up to date without getting into the weeds
Bite-sized content for your team to keep them informed
Reports & Content
Comprehensive Reports and White Labelable Content
Any asset management program or investment strategy can only ever be as good as it can be communicated. Our reports and content are tailored to your asset management program.
Some of our content is tailored to your investment committee and other will be tailored to your wider team so they are full informed in the field and can have productive meetings with clients and prospects.
Some of our content is tailored to your investment committee and other will be tailored to your wider team so they are full informed in the field and can have productive meetings with clients and prospects.
Market and economic analysis
Talking points on major events
Portfolio- and model-level analytics
Change rationale, analytics, and recaps