About This Episode

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.

About Our Guest

Lee Andreatta is the CEO and co-founder of Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella.

Advyzon’s comprehensive, cloud-based platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage – plus a model marketplace with access to third-party strategists via turnkey asset management with AIM – making it easy for advisors to run their financial planning and investment advisory firms while managing their client accounts with efficiency and ease.

Lee has been involved in the financial services industry for the past 25-plus years. He began his career with Merrill Lynch as a financial advisor and has spent a majority of his career within the custodial, financial software, data and research space.

In 2007, Lee joined Morningstar, Inc. where he held various roles and consistently delivered superior results as an individual contributor on the enterprise team eventually being promoted to a key account manager role where he represented Morningstar’s entire product suite. Since then, he’s effectively helped several firms, most recently Schwab in their custodial vertical, working in strategic account management efforts.

Lee brings a unique perspective to the financial services industry having been a front-line advisor selling financial products and services, as well as working at some of the best research and technology firms in the world today.

Lee has a bachelors in finance from Buena Vista University and an MBA from the University of Notre Dame. He has series 7 and 63 securities designations.

Show Notes

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

• AIM website
• News release about Nucleus Model Marketplace

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