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.
Washington Crossing Advisors is a registered investment advisor and
wholly-owned subsidiary of Stifel Financial Corp. WCA helps supervise
and manage over $9 billion in discretionary assets for individuals and
institutions. Proprietary strategies include equity, fixed income, balanced,
and asset allocation.
The team is managed by Kevin R. Caron and Chad A. Morganlander, who
cofounded Washington Crossing ... ...
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.
Harris Associates L.P. (“Harris”), a Delaware limited partnership, with Harris Associates, Inc. as its general partner, was founded in 1976 by experienced investment professionals to provide investment advice to wealthy individuals and institutions. These professionals, who had formerly worked in the private investment office of a prominent Chicago entrepreneur, created and refined the distinct value investment philosophy that has guided the firm since its inception.
Harris offers U.S. equity, international equity, global equ... ...
Morgan Dempsey Capital Management, LLC is an investment advisory firm established in 1994 and registered with the Securities Exchange Commission (SEC) as such since its inception. Our expertise lies in providing investment management services focused on equity investing strategies anchored in a value discipline and fundamental research. We specialize in Large Cap Value, Enhanced Income, and Micro Cap equity investment strategies. Our firm primarily concentrates on these equity strategies and does not offer financial planning services or advise ... ...
Potomac offers a selection of tactical strategies for building and preserving wealth—so you can match the right strategy or combination of strategies to each investor’s needs.
It’s why we designed our strategies to help limit devastating losses that can be hard to recover from. Our philosophy is “Win by Losing Less,” and our goal is to deliver competitive returns with less downside risk.
Our tactical strategies utilize affiliated mutual funds that are built with four key concepts in mind:
Rotate ... ...
Clark Capital Management Group ("Clark Capital") is an independent asset management firm providing institutional quality investment strategies to individual investors, corporations, foundations, and retirement plans. The Firm was founded in 1986 by Harry Clark, Executive Chairman. The Firm partners with elite financial advisors, supporting them with the tools necessary to help investors achieve their long-term life goals. Clark Capital's investment philosophy is driven by a single-minded focus: to add value for its clients. This focus enables t... ...
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... ...
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.
Founded in 1937 and headquartered in Baltimore, Maryland, T. Rowe Price has been managing institutional portfolios since 1951 and is among the top 50 managers of pension fund assets worldwide. A financially solid, independent organization with strong employee ownership, T. Rowe Price has US$1.35 trillion* in assets under management as of September 30, 2023. Having successfully navigated market cycles and secular shifts in the economy, we offer investors around the globe an unparalleled combination of investment management excellence, world-cla... ...
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.
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.
