Wealthfront uses a mean-variance optimization approach to create California-specific portfolios, accounting for the specific after-tax and after-fee expected returns, volatility, and correlations of California municipal bonds with other asset classes.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (3)

• Wealthfront entity
• mean-variance optimization concept
• California location