Press Release: Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

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Press Release: Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

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Breaking News: Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

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Press Release: Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution

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About Us

Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.

Nebo named Industry Disruptor in 2022 WealthManagement Awards

Nebo is born of nearly a decade of GMO research focused on solving for optimal portfolio construction that seeks to minimize shortfall risk, further enhanced by a three-year process of user-led development with a cohort of early adopters. These RIAs have provided valuable feedback and input, ensuring that Nebo meets the needs of fiduciary advisors.

Nebo team awarded

Nebo History and Highlights

2013
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Inker and Tarlie
gear circle
2013

In 2013, we started thinking about the portfolio construction problem for individual investors. At the time,  Ben Inker, Head of Asset Allocation, had a meeting with one of our corporate clients who ran a defined contribution plan.

The client asked for GMO’s thoughts on how to construct a glide path. With that, Ben, Martin Tarlie, and others at GMO began the research that was to become Nebo.

2014
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gmo whitepaper
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2014
In 2014, we published our first White Paper on the topic: “Investing for Retirement: The Defined Contribution Challenge.”
2015
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2015
In 2015, we published another White Paper on the topic: “Who Ate Joe’s Retirement? Sequence Risk and its Insidious Drag on Retirement Wealth.”
2016
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graph2016
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2016
In 2016, Martin Tarlie authored a technical paper about shortfall: “Investment Horizon and Portfolio Selection.”
2017
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graph2017
gear circle
2017
In 2017, Martin Tarlie co-authored a technical paper about shortfall: “Optimal Holdings of Active, Passive and Smart Beta Strategies.”
2018
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glide path
gear circle
2018
In 2018, we presented our findings at GMO’s Fall Conference: “What Do You Need and When Do You Need It? A New Approach to Retirement Income.”
2019
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prototype
gear circle
2019

In 2019, we built an early-stage Nebo prototype and embarked on a listening campaign with RIAs across North America.

2020
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mathematics
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2020
In 2020, we published a technical paper about multi-period optimization: “A Case Study in Multiperiod Portfolio Optimization: A Classic Problem Revisited.”
2021
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gears
gear circle
2021
In 2021, we presented Nebo’s usage milestones at GMO’s Fall Conference: “Needs-Based Allocation: “Needs-Based Allocation: A New Platform for Portfolio Construction – One Year Later.”
2022
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graph2022
gear circle
2022

In September 2022, GMO officially launched Nebo – A New Technology-driven Custom Goals-based Investing Platform for RIAs.

New GMO RIA Platform Wins Wealth Award‍

The innovative Nebo platform has won the WealthManagement.com 2022 Industry Disruptor award.

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‍

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Thank you! Your submission has been received!
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2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2013
gear
Inker and Tarlie
gear circle
2013

In 2013, we started thinking about the portfolio construction problem for individual investors. At the time,  Ben Inker, Head of Asset Allocation, had a meeting with one of our corporate clients who ran a defined contribution plan.

The client asked for GMO’s thoughts on how to construct a glide path. With that, Ben, Martin Tarlie, and others at GMO began the research that was to become Nebo.

2014
gear
gmo whitepaper
gear circle
2014
In 2014, we published our first White Paper on the topic: “Investing for Retirement: The Defined Contribution Challenge.”
2015
gear
graph
gear circle
2015
In 2015, we published another White Paper on the topic: “Who Ate Joe’s Retirement? Sequence Risk and its Insidious Drag on Retirement Wealth.”
2016
gear
graph2016
gear circle
2016
In 2016, Martin Tarlie authored a technical paper about shortfall: “Investment Horizon and Portfolio Selection.”
2017
gear
graph2017
gear circle
2017
In 2017, Martin Tarlie co-authored a technical paper about shortfall: “Optimal Holdings of Active, Passive and Smart Beta Strategies.”
2018
gear
glide path
gear circle
2018
In 2018, we presented our findings at GMO’s Fall Conference: “What Do You Need and When Do You Need It? A New Approach to Retirement Income.”
2019
gear
prototype
gear circle
2019

In 2019, we built an early-stage Nebo prototype and embarked on a listening campaign with RIAs across North America.

2020
gear
mathematics
gear circle
2020
In 2020, we published a technical paper about multi-period optimization: “A Case Study in Multiperiod Portfolio Optimization: A Classic Problem Revisited.”
2021
gear
gears
gear circle
2021
In 2021, we presented Nebo’s usage milestones at GMO’s Fall Conference: “Needs-Based Allocation: “Needs-Based Allocation: A New Platform for Portfolio Construction – One Year Later.”
2022
gear
graph2022
gear circle
2022

In September 2022, GMO officially launched Nebo – A New Technology-driven Custom Goals-based Investing Platform for RIAs.

New GMO RIA Platform Wins Wealth Award‍

The innovative Nebo platform has won the WealthManagement.com 2022 Industry Disruptor award.

‍

‍

‍

Meet Nebo Management

Mark Nitzberg photo

Mark Nitzberg

Acting Nebo CEO

Dr. Nitzberg is a member of GMO’s Board of Directors and the acting Nebo CEO. An AI scientist, entrepreneur, and consultant to industry and government and a seasoned organizational leader, Dr. Nitzberg has built companies and products in the areas of computer vision, machine learning, financial portfolio optimization, workflow efficiencies, online commerce, development aid data capture and analytics, and film and theatre. Dr. Nitzberg is also the co-founder of Smartleaf Inc., and has been its Senior Advisor since June, 2017. He began studying AI as a stowaway student at MIT in the AI wave of the early 1980’s, and wrote his PhD in Computer Vision and Human Perception at Harvard University.

Read articles from Mark Nitzberg
Martin Tarlie photo

Martin Tarlie

Nebo Product Lead

Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.

Read articles from Martin Tarlie
Matt Kadnar photo

Matt Kadnar

Nebo Sales Lead

Mr. Kadnar is a Member of GMO’s Asset Allocation Team, a partner of the firm and serves as the Nebo sales lead. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned his bachelor's degree from Boston College majoring in Finance and Philosophy and a JD from St. Louis University School of Law. He is a CFA charterholder.

Read articles from Matt Kadnar
Andy Finnegan photo

Andy Finnegan

Nebo Marketing Lead

Mr. Finnegan is engaged in client relations and business development for GMO’s Global Client Relations team and serves as Nebo marketing lead. Previously at GMO, he was a member of the Shareholder Services team. Prior to joining GMO in 2015, he worked for a hedge fund administrator as a senior investor services associate. Previously, he worked as a client service specialist at Pioneer Investments. Mr. Finnegan earned his bachelor's degree in Economics from Lafayette College. He is a CAIA and a CFA charterholder.

Read articles from Andy Finnegan
Adam Scully-Power

Adam Scully-Power

Practice Solutions Director

Mr. Scully-Power is the Practice Solutions Director for GMO’s Nebo platform. Mr. Scully-Power has over 25 years of experience in the asset and wealth management industry. Prior to joining GMO in 2023, he most recently served as Senior Portfolio Strategist at Brighthouse Financial, and before that he served as Senior Client Portfolio Manager at Columbia Threadneedle Investments. Mr. Scully-Power earned his bachelor’s degree from The College of the Holy Cross, and he holds both the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute.

Read articles from Adam Scully-Power
Ben Inker photo

Ben Inker

Co-Head of GMO Asset Allocation

Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors, and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.

Read articles from Ben Inker
James Montier photo

James Montier

Sr. Investment Strategist Asset Allocation

Mr. Montier is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in 2009, he was co-head of GlobalStrategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance”; “Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing. ”Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a BA in Economics from Portsmouth University and an MSc in Economics from Warwick University.

Read articles from James Montier
Mark Nitzberg photo

Mark Nitzberg

Acting Nebo CEO

Dr. Nitzberg is a member of GMO’s Board of Directors and the acting Nebo CEO. An AI scientist, entrepreneur, and consultant to industry and government and a seasoned organizational leader, Dr. Nitzberg has built companies and products in the areas of computer vision, machine learning, financial portfolio optimization, workflow efficiencies, online commerce, development aid data capture and analytics, and film and theatre. Dr. Nitzberg is also the co-founder of Smartleaf Inc., and has been its Senior Advisor since June, 2017. He began studying AI as a stowaway student at MIT in the AI wave of the early 1980’s, and wrote his PhD in Computer Vision and Human Perception at Harvard University.

Read articles from Mark Nitzberg
Martin Tarlie photo

Martin Tarlie

Nebo Product Lead

Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.

Read articles from Martin Tarlie
Matt Kadnar photo

Matt Kadnar

Nebo Sales Lead

Mr. Kadnar is a Member of GMO’s Asset Allocation Team, a partner of the firm and serves as the Nebo sales lead. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned his bachelor's degree from Boston College majoring in Finance and Philosophy and a JD from St. Louis University School of Law. He is a CFA charterholder.

Read articles from Matt Kadnar
Andy Finnegan photo

Andy Finnegan

Nebo Marketing Lead

Mr. Finnegan is engaged in client relations and business development for GMO’s Global Client Relations team and serves as Nebo marketing lead. Previously at GMO, he was a member of the Shareholder Services team. Prior to joining GMO in 2015, he worked for a hedge fund administrator as a senior investor services associate. Previously, he worked as a client service specialist at Pioneer Investments. Mr. Finnegan earned his bachelor's degree in Economics from Lafayette College. He is a CAIA and a CFA charterholder.

Read articles from Andy Finnegan
Adam Scully-Power

Adam Scully-Power

Practice Solutions Director

Mr. Scully-Power is the Practice Solutions Director for GMO’s Nebo platform. Mr. Scully-Power has over 25 years of experience in the asset and wealth management industry. Prior to joining GMO in 2023, he most recently served as Senior Portfolio Strategist at Brighthouse Financial, and before that he served as Senior Client Portfolio Manager at Columbia Threadneedle Investments. Mr. Scully-Power earned his bachelor’s degree from The College of the Holy Cross, and he holds both the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute.

Read articles from Adam Scully-Power
Ben Inker photo

Ben Inker

Co-Head of GMO Asset Allocation

Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors, and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.

Read articles from Ben Inker
James Montier photo

James Montier

Sr. Investment Strategist Asset Allocation

Mr. Montier is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in 2009, he was co-head of GlobalStrategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance”; “Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing. ”Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a BA in Economics from Portsmouth University and an MSc in Economics from Warwick University.

Read articles from James Montier

About GMO

For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions.

Our Approach

GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns.

Our Clients

GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service.

ESG Investing

We believe ESG factors can have a meaningful impact on the long-term success of companies and countries, and our investment teams incorporate them where we believe doing so will improve investment results.

News & Media

Read about notable GMO investment strategies, research, people, and press coverage.

Boston (headquarters)

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33rd Floor
Boston, MA 02109
Telephone: +1.617.330.7500

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