Advyzon Investment Management is expanding fixed income options on its turnkey asset management platform through a new partnership with Schwab Asset Management that brings actively managed bond strategies onto Advyzon’s Nucleus Model Marketplace.
Under the arrangement, Schwab will provide its Wasmer Schroeder strategies, which offer portfolios across different durations, credit profiles and tax preferences. Schwab will also handle day-to-day trading, making it the first outside fixed income manager to run manager-traded strategies on the Advyzon platform.
Advyzon’s in-house team has been building and trading individual bond strategies, but the Schwab relationship marks a shift toward outsourcing some of that work to a third-party manager while broadening the menu for RIAs.
In a Monday announcement, CEO Lee Andreatta said that the new relationship with Schwab “represents a significant evolution in our platform capabilities” as AIM adds its first manager-traded strategies and first external fixed income provider.
He added that the Wasmer Schroeder strategies “expand the breadth and depth of investment solutions available to advisors on our platform.”
Alongside the bond lineups, Schwab Model Portfolios – including Core Enhanced ETF and passive-active blends – are being made available within Nucleus. The models are built around Schwab Asset Management’s behavior-focused asset allocation framework, which is designed to keep investors committed through different market environments while maintaining transparent, easy-to-explain portfolio structures.
The partnership places Schwab Asset Management alongside other third-party managers already on the Nucleus platform of UMAs and SMAs, including Global X, T. Rowe Price, Fidelity, Dimensional, Capital Group, and BlackRock.
For advisors already using Advyzon’s all-in-one wealthtech stack, the integration is aimed at letting them plug institutional-style bond management and models into existing workflows.
“By expanding access of the Wasmer Schroeder Strategies and Schwab Model Portfolios, we’re opening the door for more advisors to utilize institutional quality bond strategies,” said Amos Robinson, managing director of wealth and asset management solutions at Charles Schwab, who added that the firm wants to make adoption “seamless and scalable.”
The Schwab tie-up is the latest in a series of moves by Advyzon to build out its TAMP since launching Advyzon Investment Management in 2022 as a way for advisors to outsource portfolio construction, trading, reporting and tax functions while staying inside the Advyzon ecosystem.
In August, AIM announced the rollout of Sphere, a manager-sponsored platform that offers access to professionally managed model portfolios with zero strategist fees. Sphere launched with strategies from Franklin Templeton, Zacks Investment Management, VanEck, Innovator Capital Management, Potomac, and Janus Henderson Investors.
At the time, Andreatta said Sphere was part of the firm’s commitment to “democratizing access to sophisticated investment strategies” for advisors.
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