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Zoe Announces Relationship With CNBC Financial Advisor 100

NEW YORK, Feb. 01, 2022 (World NEWSWIRE) — Zoe, a New York-based mostly digital platform that accelerates prosperity creation by way of extraordinary consumer practical experience and progressive technological know-how, announced their ongoing relationship with Index Fund Advisors (IFA). Zoe connects clients with desire-aligned wealth advisors who are very qualified and chosen by way of a rigorous vetting approach.

Ranking amid the CNBC FA 100 for a few decades in a row, IFA manages $5.0B in AUM for above 2,300 clientele countrywide as of Dec. 31, 2021. Their purpose is to turn into holistic economical associates for each individual of their clients and provide information and assistance across all lifetime and retirement stages.

Index Funds is a fee-only advisory and wealth management firm. Through this compensation framework, IFA advisors are paid only by the client as a proportion of AUM, as opposed to obtaining third-get together commissions for goods they promote. This is just section of IFA’s exclusive value proposition to customers. Advisors in the organization work to provide wealth solutions that embody a number of roles: from the skilled who presents know-how and working experience to shield their clients’ peace of thoughts, passing by means of the listener, the instructor, the architect, and the mentor.

Established in 1999, the agency was among the to start with RIAs to offer buyers an on line educational encounter. Presently, with more than two many years in enterprise, IFA advisors qualify and quantify numerous proportions of an investor’s risk potential and match them to the proportions of a portfolio’s threat exposure to build strategic matches amongst the customer and the excellent portfolio for them. Almost a year ago, IFA commenced its relationship with Zoe, which has enabled customers to connect with their advisors as a result of Zoe.

“Working with Zoe has been a fruitful and values-aligned collaboration. It has served our advisors meet up with fantastic pre-competent prospective buyers that are searching for unbiased assistance and striving to uncover the most effective option to accomplish their daily life-extensive fiscal goals,” mentioned Mark Hebner, Founder & President at Index Fund Advisors. 

“Just about every client’s desires are different, and building the appropriate investment decision portfolio for them demands a excellent being familiar with of their existing situation and ambitions. The collaboration with IFA tends to make feeling as their advisors are educated and treatment about their customers, the associations they establish with them, and the life they assist make economically safe,” mentioned Andres Garcia-Amaya, CFA®, Zoe’s Founder & CEO. 

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About Zoe 

Zoe was established with one mission: accelerate wealth development through excellent customer encounter and modern technological know-how. The firm’s human specialists, along with potent engineering, take away the friction from performing with a economical advisor. As a result of Zoe’s platform, you will be matched with Zoe Licensed Money Advisors throughout the United States, primarily based on your special monetary scenario and targets. Zoe’s thoughtfully curated community of desire-aligned monetary advisors and money planners contains only the best 5{797b2db22838fb4c5c6528cb4bf0d5060811ff68c73c9b00453f5f3f4ad9306b} in the place.

The CNBC rankings are primarily based on information culled from hundreds of advisory firms and offered by AccuPoint Options. Components integrated in the rankings were being disclosures, several years in enterprise, average account measurement, complete accounts below administration, amount of financial investment advisors, the ratio of investment advisors to whole amount of workforce and discretionary property under administration and complete AUM. Each section was weighted according to precise standards established by CNBC and AccuPoint. Go through A lot more

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Picture 1: Zoe Money & Index Fund Advisers

Zoe Money & Index Fund Advisers

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  • Zoe Economical & Index Fund Advisers