A technology-enabled registered investment adviser that provides model-driven portfolio management and outsourced-CIO solutions to independent advisors and high-net-worth clients. Advyzon Investment Management, LLC combines portfolio construction, risk monitoring and SMA implementation with integrations into advisor-facing SaaS and reporting tools. Capital focus is fee-based discretionary wealth management and institutional-style models; market positioning emphasizes advisor partnership, operational scalability and data-driven portfolio governance.
A technology-enabled registered investment adviser that provides model-driven portfolio management and outsourced-CIO solutions to independent advisors and high-net-worth clients. Advyzon Investment Management, LLC combines portfolio construction, risk monitoring and SMA implementation with integrations into advisor-facing SaaS and reporting tools. Capital focus is fee-based discretionary wealth management and institutional-style models; market positioning emphasizes advisor partnership, operational scalability and data-driven portfolio governance.
Technology-enabled RIA delivering model-driven portfolio management and outsourced CIO solutions to advisors and high-net-worth clients. Focuses on fee-based discretionary wealth management and SMA implementation, blending quantitative model governance with pragmatic tax- and cost-aware implementation. Capital allocation favors scalable, repeatable model sleeves and institutional-style diversified strategies; time horizon is multi-year client outcomes rather than short-term alpha. Risk discipline is rules-based monitoring, scenario stress testing and advisor-driven overlay. Market edge is integration with advisor SaaS, automated reporting, and operational scalability to distribute CIO capabilities across independent channels.
Technology-enabled RIA delivering model-driven portfolio management and outsourced CIO solutions to advisors and high-net-worth clients. Focuses on fee-based discretionary wealth management and SMA implementation, blending quantitative model governance with pragmatic tax- and cost-aware implementation. Capital allocation favors scalable, repeatable model sleeves and institutional-style diversified strategies; time horizon is multi-year client outcomes rather than short-term alpha. Risk discipline is rules-based monitoring, scenario stress testing and advisor-driven overlay. Market edge is integration with advisor SaaS, automated reporting, and operational scalability to distribute CIO capabilities across independent channels.
| Trades 2596 | Longs Won 1682/2596 64% | Profit Factor 8.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,055.84 |
| Average Win $108,575.25 | Best Trade (Jul 13) $7.27M | Sharpe Ratio -9.94 |
| Average Loss -$23,178.76 | Worst Trade (Jul 10) -$993,745.24 | Z-Score 14.55 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 2d | Expectancy $62,187.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |