Advyzon Investment Management, LLC
Advyzon Investment Management, LLC is an SEC-registered investment adviser headquartered in Lisle, Illinois. Founded in 2022, the firm provides investment management solutions primarily to other investment advisers, leveraging technology-driven platforms to deliver scalable portfolio management, trading, and outsourced CIO services. Advyzon IM employs a team of approximately 15 professionals and serves clients across the United States, focusing on back-end investment support for registered investment advisers (RIAs).
Investment Strategy
Advyzon Investment Management, LLC focuses on providing outsourced, technology-driven investment management services for financial advisers, operating as a turnkey asset management platform (TAMP). The firm builds and manages diversified portfolios utilizing a blend of passive and active strategies, with holdings concentrated in ETFs and mutual funds across multiple asset classes. They emphasize scalable, efficient portfolio construction and align their strategies to the needs of independent advisers, prioritizing broad market exposure, risk management, and cost efficiency.
Top Holdings
Equity Positions (377)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 6.11% | $27.6M | 90,724 | $289.97 | $303.93 | +$2.9M |
B BND | VANGUARD BD INDEX FDS | 3.03% | $13.7M | 185,684 | $71.93 | $73.63 | +$168.8K |
S SPDW | SPDR INDEX SHS FDS | 2.90% | $13.1M | 323,305 | $34.13 | $40.49 | +$920.5K |
S STXG | EA SERIES TRUST | 2.81% | $12.7M | 275,739 | $42.78 | $46.02 | +$2.2M |
S STXV | EA SERIES TRUST | 2.80% | $12.7M | 410,476 | $29.55 | $30.82 | +$557.6K |