On-Demand Webinar

Don’t Just Manage Your Wealth, Optimize It. 

Learn how hyper-personalized portfolios can help you achieve your financial goals. 

Our first ever webinar is in the books. Simply fill out the form to the right to watch the video on-demand.  

It will introduce you to the why, what and how of working with NDVR to optimize your financial future. 

 

 

The Future of Investing is Personalized. 

For far too long, the wealth management industry has been offering one-size-fits-none model portfolios based on rudimentary assessments of investor risk tolerance. At NDVR, we’re changing the game – building Plan Optimized Portfolios™ for each client. What makes this possible? Our technology, our portfolio construction philosophy, and our intelligent investing strategies.

 

Join us to learn:

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Why we built NDVR and how we invest differently 
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How we’re bringing strategies that used to be reserved for hedge funds to the retail market
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How our fiduciary advisors help our clients create optimized portfolios in minutes 

Today, a portfolio that isn’t created with your specific plan in mind simply isn’t good enough. Which is why we say: Don’t Just Manage Your Wealth, Optimize It. 

 

 

Presenters

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Adriene McCance
Chief Strategy Officer

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Michael Simon 
Chief Executive Officer
& Founder 

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Roni Israelov, Ph.D.
Chief Investment Officer
& President 

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Braden Osten, CFP® CFA®
Fiduciary Advisor 

NDVR Inc, 2023

Advisory services, including planning and portfolio management, are provided for a fee by NDVR, Inc., a registered investment adviser. NDVR's advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about NDVR's advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Terms of Use. 

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, NDVR's fees, and other expenses. 

NDVR does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. “CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.