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Advyzon Launches Turnkey Asset Management Program, Advyzon Investment Management (AIM)

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, announced the launch of a new turnkey asset management program (TAMP): Advyzon Investment Management (AIM). Executives say that this is the natural evolution of Advyzon’s offering based on sentiment gathered via a survey of Advyzon’s advisor client base, as well as listening to their expressed needs over the past several years in ongoing consultative conversations.

AIM’s offering will allow advisors to be more efficient via a better integrated user experience by providing their new TAMP services conveniently within Advyzon’s single source code platform. TAMP services allow advisors to outsource, without losing oversight and control, a variety of functions that are core to their business, such as investment selection, portfolio/model allocations, reporting, rebalancing, and back/mid office services, which can free up a significant amount of time and resources. In turn, financial advisors can use this freed up capacity to help scale their business, focusing on new client acquisition initiatives, spending more quality time on current client relationships, and focusing on financial planning aspects.

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“One of the most strategically significant advantages we have in the marketplace is that AIM is built on the award-winning Advyzon platform, giving it a solid foundation for advisors to, in-turn, take advantage of our investment and service offering,” said Lee Andreatta, Chief Executive Officer of Advyzon Investment Management, an industry veteran with over 25 years of experience including as a producing advisor. “We’ve assembled an amazing, highly motivated team to build on Advyzon’s past successes in the industry and I couldn’t be more excited!”

Initially, AIM will offer risk-based models including active/passive mutual funds and ETFs, a tax-sensitive ETF only solution, an ESG active/passive model, an alternative model, and direct indexing, as well as tools and methodologies around tax optimization and tax loss harvesting. AIM plans to continue to build out additional investment products around all of these core offerings, as well as offer new strategies, in the months to come.

“Each of our investment portfolios are long-term oriented, highly diversified, and low cost – tilting toward factors that typically deliver superior risk and return over time,” said Brian Huckstep, Chief Investment Officer of AIM, who spent fifteen years as a Senior Portfolio Manager, managing over $14B as head of U.S. Asset Allocation at Morningstar. “By offering target equity portfolios across a broad risk spectrum and portfolio sets designed for both qualified and taxable accounts, we believe that our portfolios can help investors achieve the majority of their long-term and short-term financial goals.”

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In addition to their investment offering, AIM will provide a personalized service model to advisors based on their philosophy of insourcing versus outsourcing. AIM’s service team members will be personally assigned to individual advisors and will take the time to truly understand their businesses, doing the heavy lifting on the whole lifecycle of an account including account opening, billing, reporting, trading, data reconciliation, and acting as a custodial liaison.

“Our service model is focused on providing a technology forward, highly personalized offering,” said Meghan Holmes, Chief Operating Officer of AIM, who spent the past 14 years at Schwab in their Advisor Services vertical in a variety of advisor-facing roles, including service, transition, and relationship management. “In leveraging the Advyzon platform, we’re able to digitize and automate many aspects of the advisor experience, while learning about the advisor’s practice and how best to support their growth.”

The management team behind AIM has more than 70 years of combined industry experience and have consistently been advocates in the marketplace on behalf of financial advisors:

“We view financial advisors as champions in their respective communities,” expressed Andreatta. “They’re supporters of local sports teams and advertisers on the back of church bulletins, they act as financial mentors who take the time to educate the populace, and they serve a critical role in our society. They help solve aspirational issues related to retirement and education planning, as well as truly difficult issues relating to divorce, incapacitation, and death. As such, anything we can do to help financial advisors better perform in this capacity is our mission.”

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