Goals Optimization Engine (GOE®)

Traditional portfolio management sees risk as volatility within a portfolio. For investors, risk is more about the outcome. They wonder “what happens if I don’t achieve my goal?”

The Goals Optimization Engine creates a portfolio for each goal an investor has. GOE then actively adjusts the asset mix over time, seeking to maximize the probability of successfully reaching each goal. 

Each portfolio is probability-driven, personalized, and responsive to changes in the market or to any changes the investor might make to the goal.