Nebo is a custom goals-based investing platform for RIAs that redefines risk as ‘not having what you need, when you need it.' The ultimate output is personalized client portfolios that seek to minimize shortfall risk and aligns to each client's financial plan.
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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.
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Ben Inker, Co-Head of GMO Asset Allocation
Rich Toscano
Investment Manager, Pacific Capital
Doug Tengdin
Managing Director, World Market Advisor
Christopher Meyer
Principal, Meritor Capital