Alex Riedel When Tony Ourahan It is at the core of AIM’s mission to serve independent financial advisors.
Chicago, December 7, 2022 /PRNewswire/ — Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under Advyzon, recently announced the addition of two key members to its growing team. Alex Riedel Served as Managing Director and Client Portfolio Management Officer, November 28thth2022. Tony Ourahan Served as Senior Vice President of Business Development July 5thth, 2022. Join the current AIM team. Lee AndreettaMBA, CEO. Brian Hackstep, CFA, CFP®, Chief Investment Officer.When Megan HolmesMBA, Chief Operating Officer.
“We are very excited to have these professionals join AIM. Both are very valuable additions to our team.”
“We are very excited to have both of these professionals joining AIM. Lee AndreettaCEO and co-founder of Advyzon Investment Management. “Alex is known to be a very popular product in the financial services industry and there is no better person to help advisors achieve their portfolio management goals on behalf of their end clients. Tony is an expert in understanding advisors’ practices and helping them make recommendations based on technology and investment solutions. Both are very valuable additions to our team. “
about Alex Riedel
Alex Riedel Managing Director and Head of Client Portfolio Management at Advyzon Investment Management. Riedel’s key role is to consult on investment options and portfolio construction to help AIM Advisors achieve their clients’ goals and expand their practice.
“I couldn’t be more excited to join the AIM team,” said Riedel. “AIM has brought together cutting-edge TAMP technology with best-in-class investments. I look forward to my role in helping advisors achieve their goals and ensure they scale their practices.”
Riedel brings over 25 years of investment experience to the company. Prior to joining AIM, he started his career as a representative of Olde Discount Stockbrokers. Next, Mercer He joined Investment Consulting as an analyst and assisted in consulting the institution’s defined benefit plans on asset allocation policy and manager selection. After that, Alex joined Ibbotson Associates where he gained attention as a speaker on asset allocation and for institutional investors. I was. After Morningstar acquired his Ibbotson Associates, Riedel created and led Morningstar Investment Management’s portfolio specialist team and acted as a liaison between the investment team and advisors.
Riedel graduated with a bachelor’s degree in finance and focused on investing in college. University of Illinois at Urbana-Champaign.
about Tony Wurahan
Tony Ourahan He is Senior Vice President of Business Development at Advyzon Investment Management, where he leads business development with RIAs nationwide.
“AIM is a really great team and I am honored to be a part of it,” said Ourahan. “Advyzon’s technology is best-in-class and constantly improving. The demand and acceptance of AIM’s advisors in the market is outstanding.”
Oulahan brings 15 years of investment experience to the firm, mostly concentrated in the independent RIA space. He started his career as an investment wholesaler in the asset management division of Fifth Third Bank. From there, he moved on to wholesale roles at Calamos Investments and Fund Evaluation Group. Until very recently, Tony was a business development officer at his Schwab, where he decided to go independent to help him achieve his entrepreneurial vision and eventually launch his independent RIA on his Schwab platform. I consulted with an advisor throughout the process.
Tony holds a Bachelor of Business Administration degree with a specialization in Finance from Thomas More College.
ADVYZON INVESTMENT MANAGEMENT EMPOWERS ADVISORS TO DO THE BUSINESS, NOT IT
Launched in March 2022, Advyzon Investment Management aims to increase the efficiency of financial advisors by improving the integrated user experience by conveniently delivering TAMP services within Advyzon’s single source code platform. was created in AIM’s managed portfolio solutions and high-touch service model enable advisors to achieve operational efficiencies along with best-in-class investment selection and modeling while working on the business, not the business.
Advyzon’s cloud-based platform combines portfolio management, customizable performance reporting, trading and rebalancing, client web portal, client relationship management (CRM), client billing, document storage and turnkey asset management with AIM to provide advisory makes it easy for you to run your finances. A planning and investment advisory firm, while managing client accounts efficiently and easily. Over the years, the Advyzon team began to realize that advisors wanted additional comprehensive options for wealth management solutions without having to look outside Advyzon’s award-winning, comprehensive platform. rice field. Therefore, creating TAMP was a natural evolution for Advyzon.
AIM offers tools and methodologies for active/passive mutual funds and ETFs, tax-sensitive ETF-only solutions, ESG active/passive models, alternative models, risk-based models such as direct indexing, and tax optimization and tax losses. provide. harvest. The company has continued to build additional investment products around all these core offerings and offer new strategies as the years progress.
In addition to investment offerings, AIM offers advisors a personalized service model based on an insourcing and outsourcing philosophy. AIM’s service team members are personally assigned to individual advisors and take the time to truly understand their business and serve as account opening, billing, reporting, trading, data reconciliation and custodial liaisons. It does the heavy lifting for the entire account lifecycle, including .
Click here for more information on AIM.
ABOUT ADVYZON AND ADVYZON INVESTMENT MANAGEMENT
Advyzon provides a comprehensive and intuitive cloud-based wealth management technology for independent financial advisors and registered investment advisors (RIAs). The Advyzon technology platform integrates Advyzon Investment Management’s turnkey asset management program (TAMP) with portfolio management, customizable performance reporting, trading and rebalancing, client web portal, client relationship management (CRM), client billing, document storage and more. It’s a combination. AIM’s managed portfolio solutions and high-touch service model enable financial advisors to achieve operational efficiency along with best-in-class investment selection and modeling. For more information on Advyzon, please visit www.Advyzon.com. For more information on Advyzon Investment Management, please visit www.AdvyzonIM.com.
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Source: Advyzon Investment Management