Scaling Goals-Based Portfolio Solutions with Advyzon

Our team is looking forward to Advyzon conference in Phoenix, Arizona next week January 26-28. As a strategic partner of Advyzon Investment Management, LLC. (AIM), we’re excited to share how we’re working together to bring a turnkey, goals-based portfolio solution to advisors.

If you’re thinking about how to scale personalization and align portfolios with client goals to improve outcomes, we’d love to connect in-person Matthew Kadnar, CFA Adam Scully-Power, CIMA®, CPWA®Martin Tarlie Andy Finnegan, CFA, CAIA.

P.S. Enjoy a few highlights from last year. Goals-based investing adoption is expected to double in the next few years from 39% to 80% (McKinsey & Company) and we’re seeing that shift play out in real advisor conversations.