Advyzon Investment Management (AIM), a unified investment solutions platform within the Advyzon wealthtech ecosystem, has partnered with Schwab Asset Management to offer Wasmer Schroeder Strategies on its Nucleus Model Marketplace, marking the platform’s inaugural manager-traded strategies and first external fixed income provider.
Advyzon Investment Management’s new relationship introduces Wasmer Schroeder Strategies, which provides diverse portfolio strategies across duration, credit, and tax-efficiency, to AIM’s Manager Traded Strategy program. Schwab Asset Management will oversee the day-to-day trading for these strategies, expanding the range of investment options available to financial advisors utilizing the AIM platform.
This integration represents a significant advancement for AIM, whose investment team currently develops and trades individual bond strategies. The Wasmer Schroeder Strategies will be the first actively managed strategies by an external fixed income manager on the platform. Lee Andreatta, CEO of AIM, commented on the development, stating, “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.” He emphasized the company’s dedication to equipping advisors with the necessary flexibility, choice, and innovative tools.
In addition to the Wasmer Schroeder Strategies, Schwab Model Portfolios, including Core Enhanced ETF and Passive-Active strategies, are also available within Nucleus. These model portfolios, designed for transparency and ease of understanding, leverage Schwab Asset Management’s ABC asset allocation framework and employ a behavior-based approach to foster positive investor behavior.
Amos Robinson, Managing Director of Wealth and Asset Management Solutions at Charles Schwab, highlighted the impact of the partnership: “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.” He added that the collaboration aims to make adoption seamless and scalable for advisors. Schwab Asset Management, one of the industry’s largest asset managers, managed approximately $1.6 trillion on a discretionary basis and $38.0 billion on a non-discretionary basis as of December 31, 2025. Advyzon provides a unified wealth management platform for financial advisors, wealth management firms, broker-dealers, and family offices, integrating various functionalities such as portfolio management, performance reporting, trading, and CRM. AIM, a wholly-owned subsidiary of Advyzon parent company yHLsoft Inc., provides investment advisory services.
