Gaining Perspective

Model portfolios have become an essential component of virtually every advisor’s investment processes. Models can be constructed to meet investor profiles, including their level of risk tolerance, need for income, or tax considerations. Countless third parties, including many asset managers, offer models. That has led other firms to create model marketplaces, where advisors can research and choose from commercially available model portfolios. My guest today is Lee Andreatta of Advyzon Investment Management, and his firm just announced that it has added a model marketplace that enhances its TAMP offering and moves Advyzon closer to offering a fully comprehensive solution for financial advisors and investment managers to run their firms. - Here are some additional resources to learn more about Advyzon Investment Management: AIM website News release about Nucleus Model Marketplace Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

Show Notes

Model portfolios have become an essential component of virtually every advisor’s investment processes. Models can be constructed to meet investor profiles, including their level of risk tolerance, need for income, or tax considerations. Countless third parties, including many asset managers, offer models. That has led other firms to create model marketplaces, where advisors can research and choose from commercially available model portfolios.

My guest today is Lee Andreatta of Advyzon Investment Management, and his firm just announced that it has added a model marketplace that enhances its TAMP offering and moves Advyzon closer to offering a fully comprehensive solution for financial advisors and investment managers to run their firms.

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Here are some additional resources to learn more about Advyzon Investment Management:

Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.