400+ Advisors Rated Asset Allocation 91 Out of 100. Here’s Why That Matters.

We Asked 400+ Advisors What Matters Most — They Rated Asset Allocation 91 out of 100. As Matthew Kadnar, CFA put it: “When we talk about personalization in the industry today, it’s mostly focused on implementation tools like tax-loss harvesting or direct indexing. Those are valuable, but they only touch part of the portfolio.

At Nebo, we focus on personalization at the #assetallocation level, which advisors tell us is incredibly important. By connecting the financial plan with the optimal portfolio, we seek to maximize the likelihood of achieving client goals. It’s based on a simple idea: risk is not volatility, it’s clients not having the financial resources they need, when they need it.

That connection has been missing in the industry and it’s what makes our approach different from the old model of mapping portfolios only to a risk tolerance questionnaire.

#goalsbasedinvesting #wealthoptimization #advisorcommunity