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Introducing Nucleus, the model marketplace within the Advyzon Investment Management (AIM) platform. Nucleus is a cutting-edge solution designed to empower financial advisors by providing them with access to a wide range of investment models. With its robust capabilities, Nucleus serves as a valuable resource for advisors seeking to enhance their investment capabilities and better meet their clients' needs all while being fully integrated into Advyzon.
Advisors. Washington Crossing Advisors
views on investing and markets are regularly sought by national media out-
lets, including CNBC, Bloomberg, Fox Business News, The Wall Street Journal,
Forbes, and Reuters. The Washington Crossing Advisors management team
has served Stifel’s financial advisors and their clients for over 25 years... ...
BlackRock’s purpose is to help more and more people experience financial well-being.
We rely on our principles to guide how we interact with each other, our clients, the communities in which we operate, and all of our other stakeholders.
These principles represent our core values, our aspirations, and our cultural language – lived and embraced by every employee at our firm.
ity, balanced and fixed income strategies to institutions and individuals worldwide. As of December 31, 2023, total assets under management totaled over $104 billion which includes accounts for which Harris Associates L.P. provides investment models.
Harris and Harris Associates, Inc. are wholly-owned subsidiaries of Natixis Investment Managers, LLC, which is an indirect subsidiary of Natixis Investment Managers ("Natixis IM"), an international asset management group based in Paris, France, that is part of the Global Financial Services division of Groupe BPCE. Natixis IM is wholly owned by Natixis, a French investment banking and financial services firm. Natixis is wholly owned by BPCE, France’s second-largest banking group. Harris retains full control of investment decisions, the investment philosophy and day-to-day operations.
Related companies (direct affiliates) and relationship to Harris: Natixis Investment Managers (and its related affiliates and subsidiaries) - parent company; Harris Associates Securities L.P. - a limited purpose broker-dealer that acts as a distributor of the Oakmark Funds; Harris Associates Investment Trust - U.S. registered investment company consisting of the Oakmark Funds for which Harris Associates serves as the advisor and sponsor.
Harris is a member of a large global financial institution. Its indirect affiliates consist of various investment advisory firms, brokerage and investment banking firms and investment companies. ... ...
among ETFs
Select from the US and international assets without constraints
Use more volatile specialty investments to hedge risk
Employ cash during adverse conditions — up to 100%... ...
he Firm to seek superior risk adjusted returns over full market cycles through a disciplined process focused on three principles: meaningful diversification, opportunistic asset allocation, and risk management.... ...
J.P. Morgan Asset Management, with assets under management of $3.1 trillion (as of 12/31/2023), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
ss service, and trusted guidance.
* Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc., and its investment advisory affiliates.... ...
At Smead Capital Management, we are stock market investors. Our investors are individuals, advisors, family offices and institutions globally who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking wonderful companies to build wealth.
ange of asset classes and geographic regions, all based on a single philosophy and implemented through an integrated, process[1]driven approach. Each adheres to strict parameters designed to enhance returns and reduce costs. Dimensional continuously evaluates these strategies and processes based upon research and advances in technology, while seeking new opportunities to address clients’ evolving needs.... ...
Put our powerful portfolio management capabilities to work for you. Backed by more than 75 years of Fidelity's investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients' investment goals. Our suite of active and passive investment solutions can provide you with standout benefits such as depth of experience & capability as well as a wide range of options.
UMAs (Unified Managed Accounts)
Portfolio Construction
UMAs are an innovative approach offered through Advyzon Investment Management which involves creating portfolios by combining various investment models available within Nucleus. Each model represents a “sleeve” of the overall portfolio, contributing to a diversified and well-structured investment strategy.
Diversification and Risk Management
Sleeved UMAs leverage the expertise of multiple investment managers and models, providing enhanced diversification across asset classes, investment styles, and market sectors. This diversification can help manage risk and optimize potential returns.
Centralized Oversight
AIM's sleeved UMAs allow advisors to oversee the entire portfolio and make strategic decisions on asset allocation, rebalancing, and risk management. This centralized oversight simplifies the investment process and provides consistent implementation of the investment strategy.
Tax Efficiency
UMAs can provide opportunities for tax optimization, tax loss harvesting, and expanded reporting capabilities.
SMAs (Separately Managed Accounts)
Customization
SMAs offer a high level of customization, allowing advisors to tailor investment portfolios to meet the unique needs, preferences, and constraints of individual clients.
Direct Ownership
With SMAs, clients have more direct ownership of the underlying securities in their portfolio, offering transparency and potential tax benefits, as they can selectively manage capital gains and losses.
Flexibility
Advisors have the flexibility to implement specific investment strategies, including individual security selection, tax management, and portfolio rebalancing, based on the client's objectives.
At Advyzon Investment Management, we offer a range of investment options to empower financial advisors and help them meet their clients' unique goals. Whether you prefer the customization of SMAs, or the expanded capabilities of UMAs, we have the tools and resources to support your investment management needs. Contact us today to learn more about how you can enhance your investment offering.
Seamless User Experience
Discover the user-friendly interface and intuitive navigation of Nucleus today. Experience the ease of finding, evaluating, and investing in investment models that align with your investment goals. Empower yourself with the tools and resources to make confident investment decisions and embark on a technology forward investment journey with Nucleus by your side.
Take this opportunity to make your own decisions about how you want to run your practice. Using Advyzon, you have options to customize the look, feel, and functionality of your technology. From the white labeled client portal and reporting, to our tailor-made client onboarding, Advyzon provides all of the tools to catalyze your practice growth. Onboarding with our team is simple and our white glove approach makes it easy to get you up and running with Nucleus quickly.
