Investment Analysis & Research
- Within this guide, there is information on how to submit an investment analysis request.
- Please use this Analysis Spreadsheet Template when submitting an Analysis request.
- You will also be able to access the report samples (Morningstar, Kwanti, Y Charts) as well as the Analysis Spreadsheet template.
Submit investment inquiries to analysis@creativeonewealth.com.
As an advisor with CreativeOne Wealth, you can have access to the BlackRock Advisor Center. This consists of portfolio analysis tools, presentation materials, and much more.
If you would like access to the BlackRock Advisor Center, please reach out to as@creativeonewealth.com.
View the 'Webinar Library' section for upcoming webinars and past recorded webinars and their relevant materials.
When you affiliated with CreativeOne Wealth, you will work with the Advisory Solutions team but will have dedicated team member to work with. Please reach out to as@creativeonewealth.com with any questions.
- JPMorgan's website has amazing resources and insights. Click here for instructions on getting logged on and accessing some of our favorite materials (for example, Guide to the Markets).
- BlackRock Advisor Center and their 360 portfolio evaluator tool. If you would like a login, please email as@creativeonewealth.com.
We host small advisor study groups every 6-8 weeks, with a break during the summer months and end of year holidays. If you are interested in joining a Study Group, please email as@creativeonewealth.com.
2024 Market Commentary
CreativeOne Connections
- Individual Bonds vs. Bond Funds
- Market Update | August 5, 2024
- Checking in on Fixed Income (May 2024)
- Linking Recession Risks and Returns (September 2023)
CreativeOne Wealth UMA Commentary
Description Title
2024
- January - recorded webinar | slide deck
- February - recorded webinar | slide deck
- March - recorded webinar | slide deck
C1W Branded Materials:
- Summary of Services
- Pre-Meeting Questionnaire
- First Meeting Agenda
- Foundations of a Holistic Plan
- First Meeting Fact Finder
- Bucket Approach
- How We Work With You
- Document Checklist
- Financial Roadmap
- Client Service Standards
- Client Communication Plan
- Wealth Management Process
- Post Meeting Notes from Fact Finder
- Finding a Suitable Investment Strategy
- Client Transition Tracker
Editable/Working Documents:
- Prospect Welcome Box with Intro Letter
- Meet the Team
- Welcome FAQs
- Summary of Services
- Email Template for Pre-Meeting Questionnaire
- Pre-Meeting Questionnaire
- First Meeting Agenda
- Foundations of a Holistic Plan
- First Meeting Fact Finder
- Bucket Approach
- How We Work With You
- Document Checklist
- Financial Roadmap
- Client Service Standards
- Client Update Questionnaire
- Client Communication Plan
- Wealth Management Process
- Post Meeting Notes from Fact Finder
- Finding a Suitable Investment Strategy
Advisory Solutions
Investment inquiries: (as@creativeonewealth.com)
Analysis requests: (analysis@creativeonewealth.com)
The CreativeOne Wealth Advisory Solutions team is here to support the commercial side of your business. From investment solutions and investment analysis to market commentary, educational webinars, and advisor study groups, we are here to support you and your practice.
See below for how we work with advisors:
Tier 1
Tier 2
CreativeOne Wealth
- C1W Fact Sheets Q1 2025
- C1W UMA Commentary Q4 2024
- C1W Secular Dividend Q4 2024
- C1W Secular Dividend Pitchbook
- C1W Secular Dividend 2024 Review
- C1W SMID Cap Quality Q4 2024
- C1W SMID Cap Quality Pitchbook
Quarterly Trade Rationale & Commentary from the February 2025 model update:
- Core, Core ETF, ETF U.S. Equity, ESG, Core Tax Aware, Sector Rotation
Advisor 123
Advisor 123 Team and Investment Offering Snapshot |
- Advisor 123 Portal (once you click this link, click the 'Request Access' button for access) -- Access all fact sheets through the A123 Portal
Model and UMA offering:
Active ETF Models (5 equity, 3 fixed income, 2 blended)
1. Dynamic Growth
2. Dynamic Growth Plus
3. Dynamic Income
4. Sector Rotation
5. Tactical Growth
6. Tactical Growth Plus
7. Tactical Income
8. Income Focus
9. All Weather
10. Dynamic Short-Term Income
Passive ETF Models (2 equity and 2 fixed income)
1. ESG Growth
2. ESG Income
3. Strategic Growth
4. Strategic Income
Active Individual Stock Models (1 Growth focused and 1 Dividend focused)
1. Dividend Focus
2. Growth Focus
A123 UMA Suite
1. Dynamic Series
2. Dynamic Lite Series
Astor
Visit Astor's website for most updated fact sheets, pitchbook, and holdings information for the Dynamic Allocation strategy.
Bright Portfolios
Bristol Gate
Cerity Partners (formerly Maryland Capital)
Chatham Capital Group
- Investment Offering Snapshot
- Chatham Small Cap Fact Sheet
Chilton
- Investment Offering Snapshot
- Access the most up-to-date information from their website: https://chiltonreit.com/
Dimensional
Dorsey Wright
- Investment Offering Snapshot
- Tactical Fixed Income (part of the C1W UMA portfolios) - January 2025
- Brochure - March 2025 (reminder: only Tactical Fixed Income is available)
- Commentary Q4 2024
First Trust
GeoWealth
- Investment Offering Snapshot
- Stable Return Model Q4 2024
- International Equity ETF Model (part of the C1W UMA portfolio)
Glenmede
- Small Cap SMA (part of the C1W UMA portfolio) Commentary and Outlook Q4 2023
- Beyond the Surface: Small Cap Markets 2023
Global X
Henry James International Management
Jensen Investment Management
J.P. Morgan
- Investment Offering Snapshot
- Tactical ETF Models Q4 2024
- End-Client Approved - Tactical ETF Model Q4 2024
- JPMorgan Model Portfolio Resource page (reminder, we only have access to the Tactical ETF Models)
Main Management
- Investment Offering Snapshot
- Active Sector Rotation Q4 2024 (part of the C1W UMAs)
PIMCO
Simplify
Stance Capital
State Street
- Visit SSGA's website for most updated brochure, fact sheets, and trade rationale on their Active Asset Allocation strategy.
- Investment Offering Snapshot
Zacks
Take a moment to review the Reporting Center Guide, or visit the links below for quick video tutorials:
- Navigating the Reporting Center
- Generating Reports in the Reporting Center
- Creating Custom Reports in the Reporting Center
Please use the Proposal how-to guide or reach out to the AS team for help.
There are a few ways we can add outside accounts to the platform.
- Manually add an account by sending statements to compliance@creativeonewealth.com and cc'ing enterpriseservices@geowealth.com for review and approval.
- ByAllAccounts is our third-party data aggregator. Please review the Aggregation Overview, and reach out to as@creativeonewealth.com to setup a time to start this project.
- Pontera is for held-away accounts (like a 401k) that you'd like to bill on, trade/allocate for your clients through the Pontera platform, and also view on the C1W platform. Please email as@creativeonewealth.com to get started. Click here for Launching Pontera Best Practices.
Investments (Fact Sheets and Asset Manager Information)
Investment Analysis
Educational Support and Resources
The Advisory Solutions team offers support and resources for the below:
- Investments and Markets
- Platform Functionality
- Practice Management
Marketing
Minimum net worth and/or investable assets may apply
Custom Equity & Fixed Income SMAs
Zacks:
- Fixed Income SMA ($100k minimum)
- Equity SMA ($250k minimum)
- Blended SMA ($500k minimum)
- SMA Questionnaire
BlackRock:
- Fixed Income SMA (~$1m minimum)
- General Bond Ladders
SMA Materials:
Alternative Investments
FOR ALL ALTERNATIVE INVESTMENTS, THE ALTERNATIVE INVESTMENT FORM MUST BE COMPLETED AND SUBMITTED TO OPERATIONS@CREATIVEONEWEALTH.COM.
Gray Harbor Government Income REIT
- Presentation | Fact Sheet 07 2024
- How-to Guide
- Required: Alternative Investment Form
- Subscription Doc (as of 01.15.2025)
- Private Placement Memorandum
BlackRock Private Equity: BPIF
BlackRock Private Credit: BDEBT
Other Materials:
Tax Loss Harvesting & Direct Indexing
Aperio: Direct Indexing (minimum $1m in equities - cannot hold ETFs and/or Mutual Funds)
- Presentation
- Helpful Info with Aperio Accounts
- Portfolio Analysis Request
- Paperwork: Managed Account LPOA, Managed Account Issuer Communications & RIF, Suitability Form, Aperio Fee Schedule and Sub-Advisory Notice, Aperio New Account Form (No client signature)
55ip: Tax Transition and Tax Loss Harvesting Technology
- Presentation | Instructions
- Schwab Cost Basis Form | Cost Basis Form How-to Guide
- 55ip Advisor Playbook
Within the '55ip Advisor Playbook’, you’ll see there are quite a few places where you can download a marketing piece within the playbook or use suggested content when talking to a client. Here are those downloadable marketing pieces:
C1W UMA Suite
The CreativeOne Wealth UMA offering is made up of a few different suites:
- Mass Affluent UMA: all-ETF strategies with a minimum of $100k
- HNW UMA: blend of ETF and SMA strategies with a minimum that ranges from $500k - $2m depending on risk level.
- HNW UMA without Henry James International: Same as the HNW UMA but uses an international ETF model instead of the HJIM SMA strategy.
Each quarter, we produce a UMA commentary that can be found in the 'Commentary' section under Marketing.
Banking Services
Goldman Sachs
- SBLOC Presentation | Fact Sheet
- GS Select SBLOC (Securities Backed Line of Credit): How-to Guide
- High Yield Savings Account: Advisor Experience Deck | Client Experience Deck | Fact Sheet
Charles Schwab
- Securities Backed Lending PAL: Presentation | Fact Sheet
- Administrative Trustee Services: Fact Sheet, Fee Schedule and Client Guide
Custom Options Overlay
SpiderRock
- Hedged Equity Concentrated Stock Strategy
- SpiderRock overview
- $250k minimum per concentrated position
Charitable Giving
Structured Notes
Halo Platform
- Intro to Structured Notes
- Understanding the Basics of Structured Notes
- Fact Sheets - show hypothetical scenarios for different types of complex notes.
- To learn more about structured notes and the Halo Platform, please reach out to as@creativeonewealth.com.
- Structured Note - Advisor Attestation
- Structured Note - Client Attestation
Contact Us
Investment inquiries: (as@creativeonewealth.com)
Analysis requests: (analysis@creativeonewealth.com)