Asset Managers
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Member Circle
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors… MORE
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are… MORE
Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS Investments (CLS). Our partnership model gives advisors time to create meaningful relationships with their clients and learn important details about… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
Fiduciary Trust Company (FTC) is a private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits seeking objective expertise to grow and protect their investments. FTC’s capabilities include customized wealth planning, investment management, trust and estate administration, and family office… MORE
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
iSectors ® is an ETF investment strategist that provides advisors with a suite of 21 proprietary ETF asset allocation models . iSectors’ investment management services, along with the technological infrastructure and support staff of our platform partners, help advisors optimize… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Milliman Financial Risk Management LLC (Milliman FRM) is a global leader in financial risk management to the retirement industry, providing investment advisory, hedging, and consulting services on over $148.6 billion in global assets as of September 30, 2019. Milliman FRM has swiftly grown to be the fastest growing and one of, if not the largest ETF subadvisor. They subadvise and… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are… MORE
SpiderRock Advisors is an asset management firm focused exclusively on delivering option-based solutions and strategies to Financial Advisors and Institutions. Combining world-class technology with comprehensive derivatives… MORE
Finalists
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[posts_table post_type=”portfolio” term=”portfolio_category:asset-managers+portfolio_tag:Category” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Hercules Investments is an alternative investment manager specializing in systematic investment strategies to monetize alpha from market volatility. It includes Index Trend Reversal, High Sigma and Gamma Yield among its hedge fund strategies… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:alternatives” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:alternatives” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Fiduciary Trust Company (FTC) is a private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits seeking objective expertise to grow and protect their investments. FTC’s capabilities include customized wealth planning, investment management, trust and estate administration, and family office… MORE
Milliman Financial Risk Management LLC (Milliman FRM) is a global leader in financial risk management to the retirement industry, providing investment advisory, hedging, and consulting services on over $148.6 billion in global assets as of September 30, 2019. Milliman FRM has swiftly grown to be the fastest growing and one of, if not the largest ETF subadvisor. They subadvise and… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:chief-marketing-officer-of-the-year” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:chief-marketing-officer-of-the-year” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:client-experience-initiative” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:client-experience-initiative” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:corporate-social-responsibility-diversity” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:corporate-social-responsibility-diversity” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS Investments (CLS). Our partnership model gives advisors time to create meaningful relationships with their clients and learn important details about… MORE
iSectors ® is an ETF investment strategist that provides advisors with a suite of 21 proprietary ETF asset allocation models . iSectors’ investment management services, along with the technological infrastructure and support staff of our platform partners, help advisors optimize… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:etf-strategists” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:etf-strategists” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:etfs” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false”]
[posts_table post_type=”portfolio” term=”portfolio_category:etfs” columns=”image:blank,cf:premium_button:blank” search_box=”false” image_size=”small” auto_width=”false”]
Member Circle
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors… MORE
At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are… MORE
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:new-product-development” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:new-product-development” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:separate-accounts” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:separate-accounts” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:social-media-leadership” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:social-media-leadership” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:socially-responsible-investing-sri-impact-investing” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:socially-responsible-investing-sri-impact-investing” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:thought-leadership-advisor-education” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:thought-leadership-advisor-education” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
SpiderRock Advisors is an asset management firm focused exclusively on delivering option-based solutions and strategies to Financial Advisors and Institutions. Combining world-class technology with comprehensive derivatives… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:thought-leadership-product-enhancement” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:thought-leadership-product-enhancement” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors… MORE
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are… MORE
Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS Investments (CLS). Our partnership model gives advisors time to create meaningful relationships with their clients and learn important details about… MORE
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology empowers enterprises and advisors to more fully understand their clients and deliver actionable intelligence that drives better outcomes and improves lives. Envestnet Wealth Solutions… MORE
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
Fiduciary Trust Company (FTC) is a private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits seeking objective expertise to grow and protect their investments. FTC’s capabilities include customized wealth planning, investment management, trust and estate administration, and family office… MORE
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
iSectors ® is an ETF investment strategist that provides advisors with a suite of 21 proprietary ETF asset allocation models . iSectors’ investment management services, along with the technological infrastructure and support staff of our platform partners, help advisors optimize… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Milliman Financial Risk Management LLC (Milliman FRM) is a global leader in financial risk management to the retirement industry, providing investment advisory, hedging, and consulting services on over $148.6 billion in global assets as of September 30, 2019. Milliman FRM has swiftly grown to be the fastest growing and one of, if not the largest ETF subadvisor. They subadvise and… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are… MORE
SpiderRock Advisors is an asset management firm focused exclusively on delivering option-based solutions and strategies to Financial Advisors and Institutions. Combining world-class technology with comprehensive derivatives… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:asset-managers+portfolio_tag:Category” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false”]
[posts_table post_type=”portfolio” term=”portfolio_category:asset-managers+portfolio_tag:Category” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Hercules Investments is an alternative investment manager specializing in systematic investment strategies to monetize alpha from market volatility. It includes Index Trend Reversal, High Sigma and Gamma Yield among its hedge fund strategies… MORE
In April 2019, iCapital Network announced an exclusive partnership with Nasdaq Private Market (NPM) to create an integrated secondary marketplace for private funds. In April 2020, the marketplace went live. The platform offers liquidity solutions to advisors and their high-net-worth… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:alternatives” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:alternatives” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Fiduciary Trust Company (FTC) is a private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits seeking objective expertise to grow and protect their investments. FTC’s capabilities include customized wealth planning, investment management, trust and estate administration, and family office… MORE
Milliman Financial Risk Management LLC (Milliman FRM) is a global leader in financial risk management to the retirement industry, providing investment advisory, hedging, and consulting services on over $148.6 billion in global assets as of September 30, 2019. Milliman FRM has swiftly grown to be the fastest growing and one of, if not the largest ETF subadvisor. They subadvise and… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:chief-marketing-officer-of-the-year” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:chief-marketing-officer-of-the-year” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:client-experience-initiative” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:client-experience-initiative” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:corporate-social-responsibility-diversity” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:corporate-social-responsibility-diversity” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Since many financial advisors find their strengths lie in cultivating relationships and creating an overall financial strategy for their clients, they often choose to outsource portfolio management to CLS Investments (CLS). Our partnership model gives advisors time to create meaningful relationships with their clients and learn important details about… MORE
iSectors ® is an ETF investment strategist that provides advisors with a suite of 21 proprietary ETF asset allocation models . iSectors’ investment management services, along with the technological infrastructure and support staff of our platform partners, help advisors optimize… MORE
Finalists
[posts_table post_type=”portfolio” term=”portfolio_category:etf-strategists” columns=”image:blank, cf:company_name:Company,cf:premium_button:blank” search_box=”false” auto_width=”false” image_size=”small”]
[posts_table post_type=”portfolio” term=”portfolio_category:etf-strategists” columns=”image:blank,cf:premium_button:blank” search_box=”false” auto_width=”false”]
Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
Finalists
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Member Circle
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors… MORE
At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are… MORE
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $7.3 trillion, including discretionary assets of $2.9 trillion as of March 31, 2020, we focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit… MORE
Innovator ETFs (Innovator Capital Management, LLC) is an SEC registered investment advisor based in Wheaton, IL. The firm is headed by ETF visionaries Bruce Bond and John Southard. Our goal is to bring revolutionary exchange-traded funds (ETFs) that change the investing landscape… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Resources Investment Advisors – A OneDigital Company, is an SEC-registered investment advisory firm focused on offering a holistic benefits experience for employees to build an exceptional workforce. When employees are… MORE
Finalists
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Member Circle
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Orion Portfolio Solutions is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, OPS seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. OPS helps advisors confidently manage their clients, investments, and business… MORE
Finalists
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Member Circle
Headquartered in New York City, ARK Investment Management LLC is a federally registered investment adviser and privately held investment firm. Specializing in thematic investing in disruptive innovation, the firm is rooted in over 40 years of experience in identifying and investing in innovations that should change the way the world… MORE
Finalists
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Member Circle
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Just Invest Just Invest redefines investment management by focusing on the needs of financial advisors and their clients. We are direct indexing specialists, delivering custom SMAs that integrate daily tax loss harvesting, ESG characteristics, smart-beta factors, and portfolio optimization on an individual security basis. We build technology solutions for financial advisors, empowering them with transparency… MORE
Finalists
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Member Circle
Carson Group serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public… MORE
First Ascent is an award-winning provider of outsourced portfolio management services for fiduciary advisors. It was ranked as the #1 TAMP and the #1 Online Portfolio Management Tool in the 2020 T3/Inside Information Advisor Software… MORE
Guggenheim Investments is the global asset management and investment advisory divsion of Guggenheim Partners and manages assets across fixed-income, equity, and alternative strategies. Our investment professionals perform rigorous fundamental and quantative research to understand market trends and identify undervalued opportunities. We have an extended track record of delivering innovative solutions by focusing on the needs of institutional… MORE
John Hancock Investment Management, a company of Manulife Investment Management, serves investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests… MORE
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data… MORE
Finalists
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Member Circle
SpiderRock Advisors is an asset management firm focused exclusively on delivering option-based solutions and strategies to Financial Advisors and Institutions. Combining world-class technology with comprehensive derivatives… MORE
Finalists
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