Nebo (for Needs-Based Optimization) is an innovative digital asset management platform that redefines risk, not as volatility, but as ‘not having what you need, when you need it.' Defining risk this way places the primary focus on the client's needs and circumstances, not on their "risk score" which drives so many portfolios today. In so doing, Nebo aligns the portfolio with the plan – a hard, longstanding problem in the industry.
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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
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