Investing needed to get smarter. It just did.

Smart
Diversification

Recent Appearances and Contributions

Because investors want to comfortably reach their goals, participate in up markets and limit downs…

Because diversification alone cannot protect investors from Bear Markets…

We developed a disciplined, systematic investment approach using algorithms to engineer portfolios that are math-based, empirically constructed and with a process that is repeatable.

We make portfolios smarter by using a risk-management overlay – like breaker switches on each part of the portfolio – in order to make incremental moves. It helps make the ride smoother than diversification alone.

Choose the Smart Diversification approach that works best for your practice:

Investment Models

For: RIAs, OSJs or Financial Advisors who want to save time

20 Dynamic and Strategic Models delivered to your inbox each month

Low, flat fee to start – Low basis point cost as your business grows and includes

  • Communication and Marketing materials
  • Commentary, advisor-only and client materials
  • Investment and process documentation

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Subscription

For: Do-It-Yourself Financial Advisors who want to save time and make informed investment decisions

Research, tools and signals to allow you to make your portfolios smarter

Low, monthly subscription that includes:

  • Monthly Trend Report (including signals on 29 investment sectors)
  • Global Market Update

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Separate Managed Accounts

For: RIAs, OSJs, or Financial Advisors who want turn-key asset management

Cost-effective strategies implemented using low-cost ETFs

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Luken Investment Analytics

1894 General George Patton #500
Franklin, TN 37129

Contact Us

service@lukenanalytics.com
615.550.5570

Hours

Office: 8am – 4:30pm M-F

From Our Founder

“We make portfolios smarter by making diversification smarter.

Because when clients succeed, financial advisors succeed… We’re built by advisors – for advisors. If you are a financial advisor focused on your clients’ success, we want to play a part in your success story.”

 

– Greg Luken

Main Office

1894 General George Patton #500
Franklin, TN 37067

Call Us

(615) 550-5570

EMAIL US

service@lukenanalytics.com