Martin Tarlie
Asset Allocator | Portfolio Designer | Wealth Tech Entrepeneur | Systems Builder | Baseball Dad
- Role
- Chief Product Officer at Nebo Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Martin Tarlie
I am passionate about building systems based on thinking about problems from first…
Experience
Chief Product Officer
Jan 2024 — Present · Boston, MA, US
Nebo Wealth is an award-winning, open architecture asset management platform that represents a leap forward in goals-based wealth management. Our pioneering approach to asset allocation and portfolio design delivers the personalization that clients expect, with the scale and efficiency that advisors demand.At the heart of Nebo Wealth is a differentiated approach to portfolio construction. Going well beyond simple risk scores, our proprietary process takes a far more comprehensive approach, designed to minimize the risk that matters most to clients - not having what they need when they need it. The result? Personalized portfolios with just a few clicks that are 100% in sync with your clients’ financial goals and objectives. It’s simply a better way to serve your clients. And there’s nothing else like it in the industry today.Welcome to Nebo Wealth. The perfect fit portfolio for each client. See how Nebo Wealth can help you create personalized portfolios at scale. Schedule a demo today at nebowealth.com.Nebo Wealth, a division of Grantham, Mayo, Van Otterloo & Co,
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