Every client is different. But most portfolio construction today is still one-size-fits-all

“The single thing that all of these ‘model portfolios’ have in common is that they know nothing about the client.” Powerful quote overhead by Matthew Kadnar, CFA and Adam Scully-Power, CIMA®, CPWA® at Envestnet Elevate in Las Vegas.

Every client is different. But most portfolio construction today is still one-size-fits-all.

Nebo helps advisors bring their models to life by connecting them to real client goals. No full financial plan required, just clear inputs on wealth, goals, and time horizon. (but if you have a full plan, even better!)

It’s a simple way to unlock the full value of the work advisors are already doing and deliver it with more precision.

#goalsbasedinvesting #wealthoptimization #elevate