Advyzon Investment Management (AIM), a seamlessly integrated unified investment solutions platform through the comprehensive wealthtech platform Advyzon, announced an exciting new relationship with Schwab Asset Management®, offering Wasmer Schroeder® Strategies, a provider of a broad host of portfolio strategies across the duration, credit, and tax-efficiency spectrum. Schwab Asset Management and its Wasmer Schroeder Strategies will be the first fixed income focused strategist available in AIM’s Manager Traded Strategy program.
As the first manager traded strategies available on AIM’s Nucleus Model Marketplace, Schwab Asset Management will manage the day-to-day trading. The AIM investment team currently builds and trades individual bond strategies, but the Wasmer Schroeder Strategies will be AIM’s first actively managed strategies by an outside fixed income manager.
“We’re very excited to announce this new relationship with Schwab Asset Management and bring their expertise to AIM’s leading model marketplace,” said Lee Andreatta, CEO of AIM. “This milestone represents a significant evolution in our platform capabilities. As our first manager-traded strategies and first outside fixed income provider, the Wasmer Schroeder Strategies expand the breadth and depth of investment solutions available to advisors on our platform. We’ve built a strong foundation with our own laddered bond strategies, and now we’re opening the door to management from leading specialists. This partnership underscores our commitment to providing advisors with the flexibility, choice, and innovative tools they need to be able to deliver exceptional outcomes for their clients.”
In addition, Schwab Model Portfolios, including Core Enhanced ETF and Passive-Active strategies, are available within Nucleus. Schwab Model Portfolios are designed to be straightforward, transparent, and easy to understand. Leveraging Schwab Asset Management’s ABC asset allocation framework, they use a behavior-based approach to encourage positive investor behavior and help clients stay invested through all types of markets.
“By expanding access of the Wasmer Schroeder Strategies and Schwab Model Portfolios, we’re opening the door for more advisors to utilize institutional quality bond strategies along with models designed to be transparent and easy to understand,” said Amos Robinson, Managing Director of Wealth and Asset Management Solutions at Charles Schwab. “We’re proud to partner with Advyzon Investment Management to make adoption seamless and scalable.”
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Advyzon
Advyzon is a unified wealth management platform built on modern, proprietary architecture for financial advisors, wealth management firms, broker-dealers, and family offices. Founded by CEO Hailin Li, Ph.D., CFA®, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, and document storage within a single source platform, as well as investment solutions through Advyzon Investment Management (AIM). With 50% of its team dedicated to engineering and product development, Advyzon focuses on continuous innovation based on user feedback and industry needs. Advyzon serves various segments of the financial services industry through specialized solutions, including Advyzon Core for RIAs, Advyzon Enterprise for larger institutions, and Auria for family offices and ultra-high-net-worth clients. For more information, visit www.Advyzon.com and www.AdvyzonIM.com.
