Explore investment management

V

Vanguard

Other

7 creators

Low-fee index fund investing as alternative to speculative crypto

"Might I suggest a dividend paying ETF or QQQ or a Vanguard fund that is low fee — just put your money in that."

This Week in Startups

A

Asset Dedication

Other

1 creator

Implementing bond/CD/bullet share ladders and time-segmented equity models per Sensible Money's specifications; generating critical path metrics and historical audit stress tests

"We work with our investment partner Asset Dedication and they have a specific type of equity model that they call time segmented equity models. They do both parts — implementing the bond ladder and the equity portfolio. I think of us as the architects. We'r..."

Dana Anspach

Outsourcing investment management and portfolio operations for client accounts

"We outsource actually all of the investment management to another firm Austin Wealth Management located in Austin, Texas. Just because that's not what we do. We are really good at planning. I don't know how to sell investments. I do know how to sell tax str..."

Patrick Lonergan

I

Investnet

Software

1 creator

Trading and managing third-party SMA models at scale for approximately $3 billion in client assets

"We leverage Investnet platform and it's built into the client fee whether we use our advisor managed models or SMA managers. Investnet is ultimately the one doing the actual trading across outside models."

Shane Morrow