Needs-Based Optimization ('Nebo') is an asset management platform that melds financial planning and asset management in a way that better aligns a client portfolio with their needs and circumstances.
We view Nebo as a uniquely custom CIO dashboard and an investment policy statement enhancer. The platform embeds GMO asset allocation insights and expertise and is built on almost a decade of deep research to solve the problem of portfolio construction for individuals.
One of Nebo's most important insights is that the primary risk an investor faces is not volatility. Rather, it is that they don’t have the resources they need when they need them. Instead of orienting portfolios around traditional concepts of risk aversion and volatility, we orient portfolios around the needs and circumstances of each investor.
Our vision is to help people achieve financial well-being and to help financial advisors build better portfolios for all their clients.
Nebo Wins Wealth Award
GMO's Nebo platform won Best Goals-Based Investing Platform at the WealthManagement Industry Awards. This new category reflects how asset managers are investing to provide new tools and technology for advisors to better tailor recommendations and implement financial planning themes into their investment management services.
2023 WealthManagement Awards
Martin Tarlie on the Red Carpet
Martin Tarlie, Nebo Product Lead, discusses how their 2023 Wealthies Initiatives help financial advisers.