Model portfolios by COS-R
COS-R model portfolios are created with ETFs, mutual funds, Stock and alternatives to help clients meet investment goals from capital preservation to growth and income.* COS-R model portfolios can be customized to a client’s risk profile and have the ability to rebalance in volatile markets, helping portfolios stay more resilient over time.
COS-R ADVISOR CENTER
COS-R’s Advisor Center is a resource for market and portfolio insights to help fuel client relationships and grow your practice. Access a range of tools, market commentary and portfolio solutions to help you deliver on your clients’ financial goals.
Advisor Center Tools
Access Advisor Center’s suite of simple-to-use tools to evaluate portfolios, risks, fees and more. Make more informed decisions quickly and communicate the portfolio impacts to clients clearly.
Investment Quality
Evaluate individual funds in your portfolios and see areas to make changes.
Scenario Tester
Show clients tangible market scenarios and how they may impact their portfolios.
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Rakesh .r
CEO, Founder
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