Personalization is everywhere, except where it matters most.

We co-hosted a great event recently with Smartleaf Asset Management: an intimate fireside chat on “The Future of Portfolio Management,” timed with the Tiburon Strategic Advisors CEO Summit and set against Boston Harbor views.

One of the key points:
Personalization is everywhere, except where it matters most.

The challenge we see is many advisors build thoughtful, goals-based financial plans, but then implement portfolios based on a risk score and a model menu. One attendee put it best: “It’s like tailoring a suit without taking measurements.”

At Nebo, we believe goals-based investing starts where planning stops. It’s not enough to define goals and build a plan. The portfolio needs to reflect those goals and be constructed based on the client’s real-world needs, time horizons, and constraints. That is the gap we help advisors close. And Smartleaf trading makes that level of personalization possible at scale without adding manual burden.

#goalsbasedinvesting #riskoptimization #personalization