Advyzon Investment Management, the investment solutions arm of wealthtech platform Advyzon, is expanding its fixed-income lineup through a new relationship with Schwab Asset Management, which introduces Wasmer Schroeder Strategies to Advyzon’s Manager Traded Strategy program.
The partnership makes Schwab Asset Management and its Wasmer Schroeder Strategies the first fixed-income-focused strategist available through the program, marking AIM’s first manager-traded strategies and its first actively managed strategies provided by an outside fixed-income manager.
The new offering is being distributed through AIM’s Nucleus Model Marketplace, where Schwab Asset Management will handle day-to-day trading for the Wasmer Schroeder Strategies. AIM currently builds and trades its own bond strategies, but the move opens the platform to specialist management across a broader range of duration, credit, and tax-efficiency approaches, positioning Nucleus to offer advisors more institutional-style fixed-income options alongside AIM’s existing laddered bond capabilities.
In addition to the Wasmer Schroeder Strategies, Schwab Model Portfolios are also available within Nucleus, including Core Enhanced ETF and Passive Active strategies. Advyzon said the models are designed to be straightforward and transparent, using Schwab Asset Management’s ABC asset allocation framework with a behavior-based approach intended to support investors through different market conditions.
The announcement also included standard disclosures around endorsements, noting that statements from Schwab Asset Management representatives are considered endorsements, were not compensated in cash, and that participants receive an economic benefit through involvement with the Nucleus platform.
KEY QUOTES
“We’re very excited to announce this new relationship with Schwab Asset Management and bring their expertise to AIM’s leading model marketplace. This milestone represents a significant evolution in our platform capabilities. As our first manager-traded strategies and first outside fixed income provider, the Wasmer Schroeder Strategies expand the breadth and depth of investment solutions available to advisors on our platform. We’ve built a strong foundation with our own laddered bond strategies, and now we’re opening the door to management from leading specialists. This partnership underscores our commitment to providing advisors with the flexibility, choice, and innovative tools they need to be able to deliver exceptional outcomes for their clients.”
Lee Andreatta, CEO, Advyzon Investment Management
“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 along with models designed to be transparent and easy to understand. We’re proud to partner with Advyzon Investment Management to make adoption seamless and scalable.”
Amos Robinson, Managing Director of Wealth and Asset Management Solutions, Charles Schwab
