Nebo (for Needs-Based Optimization) is a new, award-winning asset allocation and portfolio management platform for Registered Investment Advisors (RIAs) that streamlines and automates the process of building institutional quality, dynamic, real-time model portfolios personalized to each client, all designed to minimize the risk the client doesn’t have 'what they need, when they need it.'
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Nebo’s multiperiod shortfall optimization explicitly accounts for horizon, allowing you to personalize portfolios – including custom glide paths – at scale.
Martin Tarlie, Nebo Product Lead
Martin Tarlie, Nebo Product Lead
Nebo is the Goals-Based portfolio construction engine that sits at the heart of the advisor’s workflow.
Martin Tarlie, Nebo Product Lead
Balance long-term wealth accumulation with short-term loss aversion using robust platform tools, such as custom glide paths, multi-period shortfall optimization, and cash flow analysis.
x - Age
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Ben Inker, Co-Head of GMO Asset Allocation
Brandon Kremer
Portfolio Manager, Heximer Investment Management
Christopher Meyer
Principal, Meritor Capital
Doug Tengdin
Managing Director, World Market Advisors
Rich Toscano
Investment Manager, Pacific Capital