PortfolioMetrix

True efficiency starts with adoption not accumulation

Founder Brandon Zietsman now executive chair

'Working with an investment manager should be a frictionless experience'

Includes six blended options

'I am certain the next 15 years will see even more change'

'Building some structure around your firm's marketing can add a lot of power'

Is the message that's landing with clients the one you want them to hear?

Providing a suite of model portfolios to consolidator

‘We see it as an elegant halfway house for both advisers and their clients’

Cultural alignment affords deeper business relationships