In the ever-evolving landscape of the financial services industry, Attivo Investments has emerged as a trailblazer, transforming the adviser market with its innovative, goal-based investing approach. By aligning investments with real-life objectives, Attivo is redefining the way financial planners and their clients approach wealth management.

Attivo's unique strategy sets it apart from traditional investment firms, which often focus on broad market indices or generic investment strategies. By tailoring portfolios to clients' specific financial planning goals, such as preservation, accumulation, and withdrawal, Attivo ensures that investments address real-life objectives rather than theoretical models. This approach enables Attivo to deliver exceptional value to financial planners and their clients.

Attivo's portfolio models are designed to cater to diverse investor needs, from low-cost to high-net-worth strategies. The Low Cost series employs passive strategies, ideal for cost-conscious investors seeking market-tracking returns. The Core offering utilizes a manager-of-managers approach, balancing cost efficiency with professional expertise. The premium APEX tier targets high-net-worth individuals with access to alternative investments like private equity and hedge funds.

Attivo's strategic partnership with SEI, a global investment brand, enables it to offer institutional-grade expertise and world-class investment strategies at an affordable cost. By leveraging SEI's Co-CIO solution, Attivo can deliver personalized portfolios at scale, meeting the diverse needs of financial planners' clients. This technology-driven approach ensures operational efficiency, reducing overhead and minimizing human error.



Attivo's commitment to innovation and client-centricity is evident in its approach to business growth. By supporting Attivo's in-house team in developing a sophisticated investment approach and providing business support, SEI is helping Attivo power its growth and expand its market presence.

In conclusion, Attivo Investments is at the forefront of the adviser market transformation, leveraging its goal-based investing approach and strategic partnership with SEI to deliver cutting-edge, scalable, and efficient investment services. By aligning investments with real-life objectives and offering a range of portfolio models, Attivo is empowering financial planners and their clients to achieve their financial goals more effectively. As the financial services industry continues to evolve, Attivo's innovative approach is poised to shape the future of wealth management.