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Asset Dedication
1 creator use or recommend it
▲ 1 active in the last 90 days
1 use
Last discussed Sep 29, 2026
An investment management partner firm that implements asset liability matching portfolios including bond ladders and time-segmented equity models for advisors, and generates historical audit reports.
Recently discussed in
Ep 509: Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To ...
Dana Anspach · Sep 29, 2026
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Dana Anspach
uses
Used for: Implementing bond/CD/bullet share ladders and time-segmented equity models per Sensible Money's specifications; generating critical path metrics and historical audit stress tests
Praised: Time-segmented equity models optimize for worst-case scenario outcomes over l...
vs: Sensible Money acts as architect/designer while Asset Dedication acts as buil...
"We work with our investment partner Asset Dedication and they have a specific type of equity model that they call time segmented equity models. They do both parts — implementing the bond ladder and the equity portfolio. I think of us as the archit..."
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