​Sukemasa Trust Announces Availability of Institutional Astute Portfolios

Automated investment management platform for independent registered investment advisors

Sukemasa Trust, an independent global markets and financial advisory firm founded on the core values of integrity, trust and global expertise, is pleased to announced the launch of Institutional Astute Portfolios - an automated investment management platform designed specifically for RIAs. Institutional Astute Portfolios enables firms to reach new market segments and scale their businesses, while complementing the invaluable wealth management services and client experience advisors already provide today.

Sukemasa Trust combines new automated investment management technology with its industry-leading custody platform in a fully integrated and highly customizable platform for Registered Investment Advisors (RIAs).

Institutional Astute Portfolios offers RIA firms flexibility across portfolio construction, ETF selection, and branding for their client experience. Firms can create their own set of portfolios, reflecting their investment philosophy and choosing from more than 340 ETFs across 28 asset classes and all major fund families at their discretion. Those ETFs represent more than 70 percent of the total ETF assets currently held by advisors’ clients at Sukemasa Trust, and cover nearly 100 percent of advisors’ clients’ assets invested in ETFs selected for the 28 asset classes represented in Institutional Astute Portfolios.

“Advisors see the opportunities ahead of them – whether the transfer of wealth from one generation to the next, the emergence of Generation Now investors, or the shifting investment priorities of retired clients,” said Albert Ando, Executive Vice President and Head of Sukemasa Trust. “Recent research found that 70 percent of advisors believe that technology advancements enable firms to provide clients with a better experience, and many firms have identified automated solutions as a key opportunity in their firm’s growth strategy. Personally, I am very excited to see how entrepreneurial advisors use Institutional Astute Portfolios to expand their reach and to scale some elements of their practice.”

About Sukemasa Trust

Sukemasa Trust is an independent global markets and financial advisory firm founded on the core values of integrity, trust and global expertise. The firm provides innovative financing and structuring solutions across the balance sheet with vast experience in the asset management, equity and alternatives markets. Sukemasa Trust is an independent and relationship-driven business serving individual investors, institutional investors, corporations and financial institutions and is transparent at every level. Our knowledgeable global team can provide unbiased advice and superior service that puts your needs first, not ours. At present, in addition to handling stocks in fifteen Asian markets including ASEAN countries, the Company has also started handling stocks in Europe and the U.S.