Join us for a Lunch and Learn: Elevate Your Tax Alpha Strategies

Tuesday, March 25, 2025

12:30 PM

Register Now!

Event Details:

Address: Capital Grille in Scottsdale

16489 North Scottsdale Rd,

Scottsdale, AZ 85254

Date:  Tuesday March 25, 2025

Time: 12:30 PM

What Will Be Covered:

During this luncheon, we’ll provide relevant insights in lieu of tax season along with our latest market commentary: 

  • How Tax Optimization can add alpha to client portfolios through Tax Loss Harvesting and Tax Transition Optimization

  • After consecutive strong years for US Equity markets, where is Advyzon Investment Management finding value

  • Are bonds safe to incorporate into portfolios again? Or are CDs still a good option?

  • How Advyzon Investment Management works with Advisors on trading and investment management

We’ll also provide an overview of our award-winning platform and showcase some features that can optimize your practice’s efficiency: 

  • Enhanced Client Portal and Mobile App: Advyzon now offers one of the most visually appealing and highly customizable client portals available

  • Compliance Features: With our robust suite of compliance tools, you have extensive user audit trails, the ability to submit documents for review, as well as easily review email and text messages

  • Workflows: Our highly customizable workflows empower RIAs to create processes to their unique needs, ensuring seamless alignment with operational goals and client expectations 

Meet Our Speakers

Brian Huckstep

Brian Huckstep, CFA, CFP® 

CIO - Advyzon Investment Management, LLC

Matt Maier

Senior Vice President of Business Development at Advyzon

yHLsoft Inc., doing business as Advyzon ("Advyzon") offers an integrated technology platform for financial advisors that includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.

Advyzon Investment Management LLC ("AIM") is a registered investment adviser registered with the United States Securities and Exchange Commission, and a wholly-owned subsidiary of Advyzon. All references to investment advisory services mentioned are provided by AIM, while some technology and administrative support services are provided by Advyzon. AIM's advisory services are available to financial advisers for use in managing assets for their clients. AIM does not provide advisory services directly to retail investors. Professionals employed by Advyzon may refer qualified Advisory Firms to AIM. If a referred Advisory Firm engages AIM's services, the referring professional will receive a referral fee.