FYI: In his role as senior portfolio manager at Portfolio Design Advisors Inc., an RIA in Centennial, Colo., Wes Strode oversees the Axiom investment platform. This platform is available to financial advisors who prefer outsourcing their investment management and operation activities, and is designed for RIAs of all sizes whether they are a hybrid or standalone RIA. Its primary clients are advisors at the broker-dealer Geneos Wealth Management Inc., which is PDA’s sister company.
There’s roughly $2.5 billion on the Axiom platform, which has over 100 different models from various money managers—including large providers such as DFA and BlackRock—that advisors can choose and blend together. PDA contributes its own investment models to the platform, many of which rely on exchange-traded funds that span both broad exposures and target niches.
Regards,
Ted
https://www.fa-mag.com/news/how-one-firm-uses-etfs-for-dividend-income-44341.html?print
