Sphere Platform
Sphere is a curated hub of sophisticated, professionally managed investment models with zero strategist fees.
Ongoing Professional Management
Includes asset allocation, manager selection, and ongoing adjustments to meet your clients’ evolving needs.
Robust Strategist Choices
Access to leading asset managers and boutique firms offering tailored strategies to support your clients’ portfolios.
Flexible Solutions for a Range of Clients
Diverse Strategy Styles
Choose from a wide array of approaches tailored to client goals and market conditions:
- Traditional, dynamically-managed asset allocation
- Tax-managed asset allocation approaches
- Alternative strategies with low correlation to traditional asset classes
- Inflation-fighting real assets
- Defined outcome and target buffer approaches
- Tactical asset allocation solutions
Flexible Account Support
- Tax-managed strategies for tax-sensitive non-qualified accounts
- Sophisticated, globally diversified models for wealthy clients and large accounts
- Low minimums* make professional solutions accessible to smaller accounts
Seamless Model Management
- You choose the model—Advyzon takes care of trading, reporting, and billing
Cost-Conscious Solutions
- All model portfolios include zero strategist fees
| AIM Sphere Benefits | Advisor | Clients |
|---|---|---|
| Professionally managed model portfolios | X | X |
| Extensive strategist and strategy choice | X | X |
| Cost conscious approach | X | X |
| Outsourced professional trading | X | X |
| Rebalancing | X | X |
| Performance reporting | X | X |
| Billing | X | |
| Scalability | X |
AIM Sphere helps you streamline client service, achieve scale with sophisticated, professionally managed model portfolios, and enhance the overall value of your practice.