“Build for the Goals”

At the Interactive Financial Advisors conference in Chicago, Matthew Kadnar, CFA spent hours leading live demos with advisors, showing how Nebo helps connect client goals directly to portfolios.

What struck us most is how aligned “build for the goals” is with IFA’s mission of Making Life Better for Everyone™. Their CARES process begins with listening to what matters most to clients. Our platform builds on that by keeping portfolios tied to those goals over time.

It was a privilege to share ideas with a team that leads with both process and purpose.

#goalsbasedinvesting #wealthbenchmark #cares