How to Scale Goals-Based Investing with Model Selection

“This is the way to tie the portfolio directly back to the financial plan.” 💯 Loved spending time at Advyzon Conference talking about the benefits of Goals-Based Investing. Clients aren’t just “moderate” or “aggressive” investors. They have unique goals, cash flows, and constraints and their portfolios should reflect that. But here’s the challenge: How do firms scale personalization without adding complexity?

That’s where our Goals-Based Model Selection Tool comes in.

✅ Start with the right inputs: goals, time horizons, cash flows, and risk tolerance.
✅ Run them through our wealth optimization process.
✅ Match them to the optimal model: third-party strategies, home office models, or retirement plan options.

The result? A modern model marketplace. h/t Adam Scully-Power, CIMA®, CPWA®

We believe this is the future of wealth management: Goals-driven portfolios that meet clients where they are. Exciting to see so many advisors leading the way at Advyzon Investment Management, LLC. (AIM).

P.S. Congrats to Laura Moschel + Carlee Elsbrock Oelling at Journey Advisory Group, LLC for finding the “Golden Egg” and winning the Conference Contest!