Realizes 15% growth in AUM with StatPro Revolution
Founded in 2009, PlanStrong Investment Management is a fee-based wealth management company based in Dedham, MA, serving individuals, families and small businesses throughout New England.
PlanStrong relies on a proactive, risk-based, client centric strategy to retain and win new business. Their investment strategies are based on understanding and staying ahead of macro economic trends, thorough research and analysis, and mitigating risk.
“We wanted to calculate actual performance. Our previous solution used current investment allocations and back tested analysis over several time periods. This process assumes there are no changes to the portfolio from its current state.”
Alex Bender Sr. Investment Analyst.