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Wealth manager NDVR launches first of its kind household wealth optimization solution, enabling advisors to create hyper-personalized portfolios in minutes

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2 years ago

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The future of Unified Household Management is now available to RIAsAutomate the labor-intensive task of portfolio construction and managementEnables goal based portfolio optimization through NDVR’s Plan Optimized Portfolios™

BOSTON, Feb. 28, 2024 /PRNewswire/ — NDVR, a tech-forward wealth management firm serving advisors, family offices, and high-net-worth individuals, announced today that it has launched a new version of the NDVR Portfolio Lab™ that dramatically improves advisor efficiency and client expected outcomes.

The updated Portfolio Lab is a significant step forward in the asset management industry, enabling the creation of a hyper-personalized investment strategy and asset allocation for each client, while optimizing for their unique (and ever-evolving) circumstances, goals, and requirements with outcome forecasting – all at a scale not previously possible. Most importantly, though, this work can all be done in a matter of minutes rather than the hours or even days it has historically taken advisors.

“We assembled a team of Ph.D.s, financial service veterans, and tech innovators to make the advanced portfolio construction capabilities of a sophisticated family office available to every advisor serving any size of client,” said NDVR CEO and Founder Michael Simon. “Our goal is to empower advisors to improve expected outcomes for their clients and build longer-lasting relationships by putting individuals and family offices in the best possible position to achieve their financial goals.”

The new household wealth optimization features the ability to:

Create hyper-personalized portfolios using multiple asset classes and brokerage accounts, including taxable, Traditional IRA, Roth IRA, trusts, etc.Optimize and automate distributions from tax-advantaged accountsProvide actionable insights from “what-if” analysesDeploy portfolios for automated management with the click of a button

Household wealth optimization builds upon NDVR’s existing robust portfolio construction, management, and reporting which reduce the administrative complexity of managing households while also enabling financial advisors, RIAs, and family offices to seamlessly integrate the solution across all accounts, regardless of where they are held.

“We’re proud to have built a portfolio optimization platform that gives advisors access to intelligent solutions not previously available to retail investors,” said NDVR Chief Research Officer Stephanie Lo, Ph.D. “These institutional-grade strategies, backed by rigorous analysis and research, are the foundation of helping us build better portfolios for our clients.”

NDVR’s suite of core investment strategies, powered by the purchase of individual securities rather than ETFs or mutual funds, delivers intelligent, tax-efficient investment solutions not historically available to retail investors – all in one click.

NDVR strategies offer:

Custom indexing with active factors and tax-efficiencyHigher targeted portfolio returns with liquid alternativesDynamic planned withdrawal protectionEnhanced, tax-advantaged fixed income solutions

“The NDVR Portfolio Lab enables an advisor to recommend a unified household portfolio across multiple accounts and account types, including held-away assets, which is optimized to every client’s unique goals and objectives – not just clients who are very high net worth,” said Michael Hackman, president and managing principal at Hackman Financial Group. “Implementing a household portfolio allocation that uses sophisticated and personalized investment strategies is just a click of a button, rather than hours of investment implementation and monitoring.”

Advisor and RIA clients can now have access to portfolios that offer opportunities for enhanced growth and security to traditional strategies while taking advantage of advanced fee and tax optimization to keep more of their money in their pockets. The NDVR Portfolio Lab provides better insights into their financial possibilities and gives them confidence in their financial future.

To learn more about NDVR and the Portfolio Lab, head to http://www.ndvr.com. RIAs interested in leveraging NDVR’s technology for clients can inquire at hello@ndvr.com.

About NDVR

NDVR (pronounced “endeavor”) is a tech-forward wealth management firm that seeks to give every client confidence in their financial future through access to a trusted fiduciary advisor, next-generation technology that makes financial planning easy and insightful, and hyper-personalized portfolios built to maximize the security and growth of your financial plan.

Founded by serial technology entrepreneur Michael Simon, who previously led two companies to IPO, NDVR was purpose built to deliver more value to our clients by building portfolios utilizing intelligent investment strategies combined with lower fees and tax efficiency, at roughly half the industry standard price.

Headquartered in Boston, Mass., NDVR’s team of research Ph.D.s, financial services veterans, and tech entrepreneurs is building the next generation of wealth management called Wealth Optimization. For more, visit https://ndvr.com.

Disclaimer
Advisory services, including planning and portfolio management, are provided for a fee by NDVR, Inc., a registered investment adviser. NDVR’s advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about NDVR’s advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Terms of Use.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, NDVR’s fees, and other expenses.

NDVR does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

View original content:https://www.prnewswire.com/news-releases/wealth-manager-ndvr-launches-first-of-its-kind-household-wealth-optimization-solution-enabling-advisors-to-create-hyper-personalized-portfolios-in-minutes-302074303.html

SOURCE NDVR

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The Inner Circle acknowledges Colleen Reilly as a Pinnacle Professional Member Inner Circle of Excellence

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22 hours ago

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April 24, 2026

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PORT ST. JOE, Fla., April 24, 2026 /PRNewswire/ — Prominently featured in The Inner Circle, Colleen Reilly is honored as a Pinnacle Professional Member Inner Circle of Excellence for her contributions to Transforming Catering and Event Services in Northwest Florida.

Since 2015, Colleen Reilly has served as founder and CEO of Catering Connections, a company that has redefined catering in Northwest Florida’s beach communities through innovation, collaboration, and community focus. Guided by her motto “Just one call feeds them all,” Ms. Reilly established a unique model by partnering with local restaurants to showcase their specialties, fostering unity among businesses while providing clients with one-of-a-kind event experiences.

With over 15 years of industry expertise, Ms. Reilly specializes in coordinating weddings, family reunions, and corporate events, managing every detail from client consultation to menu planning and flawless execution. Her dedication to service has earned Catering Connections multiple recognitions, including the Couples Choice Award from WeddingWire from 2021 to 2025, the Best of Florida Award from 2022 to 2024, and the Lux Life Hospitality and Catering Award in 2023 and 2024.

Ms. Reilly’s career foundation includes an associate degree in paralegal studies, magna cum laude, from Volunteer State College, a reflection of her meticulous approach to detail and commitment to excellence. Beyond her business, she serves her community as a board member of the Historic St. Andrews Waterfront Partnership and as president of Friends of the Governor Stone Inc., a nonprofit dedicated to preserving maritime heritage in Panama City. Her previous civic contributions include serving five years as a guardian ad litem, advocating for children within the legal system, and volunteering as a school chaperone for international student trips.

A leader who blends innovation with service, Ms. Reilly continues to grow Catering Connections while deepening her commitment to the local community. Looking ahead, she remains dedicated to expanding her company’s impact, bringing people together, and creating meaningful experiences through food and fellowship.

Contact: Katherine Green, 516-825-5634, editorialteam@continentalwhoswho.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/the-inner-circle-acknowledges-colleen-reilly-as-a-pinnacle-professional-member-inner-circle-of-excellence-302753052.html

SOURCE The Inner Circle

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Media Contributor Kianga Moore to Host Executive Media Roundtable On AI’s Transformational Impact in Retail

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22 hours ago

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April 24, 2026

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Leaders from AdFury.ai, Vendormint, and New Nexus Group to Explore Real-Time Decision-Making, Resilience, and Growth in a Volatile Market

NEW YORK, April 24, 2026 /PRNewswire/ — As retailers navigate ongoing economic uncertainty, supply chain volatility, and rapidly shifting consumer expectations, the upcoming convening of a high-level roundtable discussion will examine how artificial intelligence is reshaping the retail landscape in real time.

Moderated by Media Contributor Kianga Moore, to be held on Wednesday, April 29 at 11h00am (EST), the roundtable will bring together senior leaders from AdFury.ai, Vendormint and New Nexus Group to discuss how modern enterprise platforms are leveraging AI to drive agility, efficiency, and long-term resilience across the retail ecosystem.

The discussion will additionally focus on how AI is enabling retailers to respond dynamically to changing demand signals, optimize marketing investments, and strengthen interoperability across increasingly complex vendor and marketplace networks.

“Retailers today are operating in a constant state of disruption”, stated Kianga Moore. “This roundtable will explore how AI is not just a tool for efficiency, but a strategic asset for anticipating change and building more resilient, adaptive American enterprise.”

Key discussion topics will include remarks on how, for example, enterprise AI platforms are helping retailers respond instantly to fluctuations in consumer demand, pricing pressures, and external supply chain disruptions and the role of AI in enhancing interoperability across vendors, partners, and marketplaces to create more agile and resilient retail infrastructures in 2026.

Rob Gonda, Chief Technical Officer at Vendormint, stated that, “Interoperability is the backbone of modern retail. AI enables seamless communication between platforms, vendors, and marketplaces—turning fragmented systems into cohesive, responsive ecosystems that can adapt under pressure.”

Discussion topics will also include machine learning’s ability to optimize ad spend, improving personalization, and delivering measurable ROI while maintaining brand trust and regulatory compliance.

Eric Howerton, Co-Founder and Chief Growth Officer of AdFury.ai, added that,”AI is fundamentally changing how brands approach customer acquisition. By leveraging machine learning through fine-tuned, retail-specific agentic flows, we can not only optimize ad spend in real time, but we can also ensure messaging is personalized, compliant, and aligned with evolving consumer expectations.”

And indeed the roundtable will include discussions on how AI-powered predictive analytics can help businesses anticipate economic, technological, and geopolitical disruptions ahead—and plan accordingly.

Cheryl Yarbrough, Vice President of Partnerships at New Nexus Group added that, “Resilience in retail is no longer built in quarterly planning cycles-it’s built in real time. AI gives organizations the ability to identify disruptions before they cascade, pivot strategies before momentum is lost, and maintain continuity when the market moves faster than any human team can react alone.”

The roundtable will be held via Zoom TeleConference, with questions from the press and key stakeholders to follow opening remarks and a 30-minute Q&A between the moderator and the panelists.

For all media inquiries and to register to attend, please contact: Sam Amsterdam, Amsterdam Group Public Relations Inc. – Sam@AmsterdamGroup.net / +1 (202) 910-8349

Vendormint (https://vendormint.com)New Nexus Group (https://www.newnexusgroup.com)AdFury.ai (https://www.adfury.ai)

Samuel Amsterdam
Communications Counsel
Vendormint
samuelamsterdam@gmail.com

View original content:https://www.prnewswire.com/news-releases/media-contributor-kianga-moore-to-host-executive-media-roundtable-on-ais-transformational-impact-in-retail-302753148.html

SOURCE Vendormint

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Fairway Home Mortgage Earns Prestigious USA TODAY Top Workplaces Award For 6th Consecutive Year

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23 hours ago

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April 24, 2026

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Fairway CEO Steve Jacobson Named #1 Leadership Award Winner of Companies With 2500+ Employees

MADISON, Wis., April 24, 2026 /PRNewswire/ — Fairway Home Mortgage announced that it has earned the prestigious 2026 USA TODAY Top Workplaces award. This is the sixth year in a row Fairway achieved this honor.

The award honors organizations with 150 or more employees that have created exceptional, people-first cultures. This year, more than 40,500 organizations were invited to participate. The winners are recognized for their commitment to fostering a workplace environment that values employee listening and engagement. USA TODAY showcased the winners at the National Awards Summit in Nashville. Watch the video of the event here.

“Being recognized with this award reflects Fairway’s commitment to bringing our people together face-to-face,” said Fairway’s CEO and Founder Steve Jacobson. “Companies are better when their people are around each other. People need each other and they learn from each other, and we’re very intentional about creating opportunities for in-person collaboration at Fairway.”

Jacobson demonstrated that in-person collaboration when he traveled to Knoxville this week with Fairway Senior Vice President Dan Richards to spend time with one of Fairway’s branches and their local real estate partners. “We engaged in real conversations about the market, discussed what people are seeing on the ground, and talked about how Fairway keeps showing up for clients,” said Richards. “It’s a reflection of the same hands-on approach that has defined Fairway’s culture for more than two decades.”

“To be named a Top Workplace for six consecutive years speaks to Fairway’s leadership, our mindset, and the empowerment of our staff,” said Fairway’s Chief People and Engagement Officer Julie Fry. “Our strength isn’t just what we offer employees. What sets a top workplace apart is the daily commitment to people—prioritizing connection, valuing contributions, and creating an environment where employees feel energized to serve because they feel valued first.”

The winners are determined by authentic employee feedback captured through a confidential survey conducted by Energage, the HR research and technology company behind the Top Workplaces program since 2006. The results are calculated based on employee responses to statements about Workplace Experience Themes, which are proven indicators of high performance.

“Earning a USA TODAY Top Workplaces award is a testament to an organization’s credibility and commitment to a people-first culture,” said Eric Rubino, CEO of Energage. “This award, driven by real employee feedback, is more than just a recognition — it’s proof that your employees believe in the organization and its leadership. Job seekers and customers look for this trusted badge of credibility and excellence. It signals a company that values its people, and that kind of culture resonates in today’s competitive market”

About Fairway Home Mortgage
Madison, WI- and Carrollton, TX-based Fairway Independent Mortgage Corporation (NMLS #2289) is a full-service mortgage lender licensed in all 50 states. Fairway is the #2 overall retail lender in the U.S.

About Energage
Making the world a better place to work together.™
Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 20 years of culture research and the results from 30 million employees surveyed across more than 80,000 organizations, Energage delivers the most accurate competitive benchmark available. With access to a unique combination of patented analytic tools and expert guidance, Energage customers lead the competition with an engaged workforce and an opportunity to gain recognition for their people-first approach to culture. For more information or to nominate your organization, visit energage.com or topworkplaces.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/fairway-home-mortgage-earns-prestigious-usa-today-top-workplaces-award-for-6th-consecutive-year-302753183.html

SOURCE Fairway Home Mortgage

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