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Tuesday is rebalance day for Salt Creek Investors (SCI). The objective this week is to bring the policy allocations back in line with the beginning allocation. I hope we don’t rise to the occasion. For several weeks we’ve been preparing for August 1st. Each quarter is the same. The new allocations for the coming quarter will not look significantly different from the previous.
Last week Sortino Investment Analytics (SIA) delivered their extensive analysis of our fund population and four funds will make their debut. The work of SIA, along with our team here, is a big part of the confidence I have in SCI. I see the effort and product of those efforts each quarter as we go about the tasks of constructing and optimizing the models.
Delivering a quality product to you and your clients that meets their expectations is our goal. But results are what matter and as an asset allocation strategy SCI has delivered. So on Tuesday my I’m not hoping for SCI to rise to the occasion, but rather hoping we sink to the level of our preparedness. And that will be just fine.
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SCI Highlights
Quarterly Re-Balance
The Salt Creek quarterly re-balance is tomorrow. Last Chance! If there are any cash management issues please let us know so we can make the appropriate adjustments before the rebalance.
New SCI Advisor Portal
If you want a test drive of the new Salt Creek Advisor Portal, contact Bob Dunne for your login and to set-up a demo time. Lot’s of new features for you to use:
- Model Performance
- My Contacts
- Add Contact
- Document
- Management
- Riskalyze
- eMoney
- Forms / Agreements
- Marketing Library
- Service Requests
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