Advyzon Investment Management (AIM), a unified investment solutions platform within Advyzon, has announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios. Sphere allows financial advisers and their clients to benefit from institutional-grade models and investment strategies with zero strategist fees.
“We’re thrilled to introduce Sphere to the market because it represents a fundamental shift in how advisers can access institutional-quality investment management,” said Alex Riedel, managing director, head of client portfolio management at AIM. “While others in the industry have zero strategist fees, we’ve gone a step further by significantly reducing platform and trading fees. In doing so, we’re removing one of the biggest barriers that has prevented many advisors from offering their clients professionally managed model portfolios: cost.”
Lee Andreatta, CEO of AIM, said, “Sphere isn't just a
