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.
AIM is a turnkey asset management program (TAMP) providing disciplined investment management solutions integrated within Advyzon's single-source code platform. Through AIM, advisors are able to streamline and outsource a variety of investment and operational functions, freeing up capacity to help scale their business. Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of yHLsoft Inc., doing business as Advyzon ("Advyzon"... ...
Berkshire Asset Management, LLC (“Berkshire”) is located in Wilkes-Barre, PA. Berkshire Asset Management, Inc., (“Berkshire, Inc.”) was formed in 1986 as a registered investment advisor focused on US equity management for high-net-worth individuals and institutions.
Rather than solely focusing resources on marketing and raising as many assets as possible, Berkshire believes focusing on investment results, offering a limited number of strategies and communicating clearly with clients is the most rewarding way to grow our business. It is extreme... ...
Zacks Investment Management is an independent boutique wealth management firm. ZIM was established in 1992 as a wholly owned subsidiary of one of the largest and most influential independent research firms in the U.S., Zacks Investment Research. By channeling the insights of our parent firm into a disciplined investment process, we have produced expertly managed strategies that have consistently risen to the top of their peer groups
Taking an active approach to investing means looking at asset management through a different lens—one with a clear focus on our clients. Throughout market cycles, teams of specialists at Principal Asset Management have applied local insights and global perspectives to optimize results. This clear point of view allows us to identify the most compelling opportunities now, while positioning for what’s next.
Taylor Frigon Capital Management, LLC is an investment advisory firm that provides active investment management strategies and venture capital opportunities to a select group of individuals, RIAs and institutional investors.
The “Taylor” in Taylor Frigon Capital Management honors Richard C. Taylor, Gerry Frigon’s father-in-law and mentor. Mr. Taylor managed portfolios alongside the renowned investor, Thomas Rowe Price Jr., in the 1960’s and 1970’s before founding his own investment management firm in 1988 in Santa Barbara, California. Mr. Tay... ...
WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. WCM's primary goal is to generate long-term, sustainable excess returns for clients through a culture of innovation, close alignment of employee incentives with client objectives, and a flat power structure that fosters meritocracy and debate. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $600 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing chal... ...
Alpha Vee Solutions Investment research models perform well over time by using a combination of quantitative and qualitative analysis to identify the best opportunities in the markets. The models are designed to identify undervalued securities, and they are constantly monitored to ensure that they remain effective and up to date with the latest market developments. They also use sophisticated risk management strategies that seek to reduce the risks associated with investing. This combination of methodology and tools allows the models to outperf... ...
KKM is a boutique investment solutions firm that creates research-based financial products located in Chicago, IL. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection (Essential 40), ETF model portfolio strategies, and option overlay programs on various platforms. Partnering with Nasdaq Dorsey Wright in 2018, our suite of ETF model portfolios are powered by Nasdaq Dorsey Wri... ...
WealthTrust Asset Management is an experienced portfolio manager designed to partner with Advisors to meet their clients' investment needs. Headquartered in Destin, Florida, the company is led by President and Chief Investment Officer, John G. McHugh.
Our mission statement is simple: To provide investment portfolio management to advisors and their clients through our time-tested quantitative methodology.
WealthTrust Asset Management is not in business to simply manage investment portfolios. Our goal is also to build a partnership with Adviso... ...
Humanistic Investment Management for Financial Advisors Since 1991
Trademark aims to provide Advisors and their clients with financial peace of mind, regardless of market performance by actively managing risk exposure and striving to deliver drawdown protection when investors need it most.
We believe our process leads to a better investor experience. We do not manage strategies to outperform an index or benchmark — we manage to achieve financial goals. Each of our strategies has varying primary objectives but all emphasize the most essential ... ...
Passage Global Capital Management is an innovative, quantitative investment management firm specializing in systematic investment strategies based on robust research and risk mitigation. We follow rigid processes that we have developed through data exploration, rigorous backtesting, and years of experience trading in global financial markets. We believe a disciplined and systematic process can reduce cognitive and behavioral errors and lead to long-term outperformance. A scientific way of investing is at the heart of our DNA.
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.
How to Get Started
Schedule up a 30-minute introductory call with Advyzon Investment Management (AIM) and see how we can work with you as an extension of your team and hand hold you through the onboarding process.
