Model portfolios have become an essential component of virtually every advisor’s investment processes. Models can be constructed to meet investor profiles, including their level of risk tolerance, need for income, or tax considerations. Countless third parties, including many asset managers, offer models. That has led other firms to create model marketplaces, where advisors can research and choose from commercially available model portfolios.

My guest today is Lee Andreatta of Advyzon Investment Management, and his firm just announced that it has added a model marketplace that enhances its TAMP offering and moves Advyzon closer to offering a fully comprehensive solution for financial advisors and investment managers to run their firms.

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Here are some additional resources to learn more about Advyzon Investment Management:

• AIM website
• News release about Nucleus Model Marketplace

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