To help our clients reduce financial stress and invest with confidence, Interlake has teamed up with technology providers who share our commitments to prudence, pragmatism, and personalization. Take a look at the summaries below and visit each partner’s page to learn more.
(Note that current and prospective clients can begin to experience these tools via links on their respective pages.)
To deliver meaningful personalization for our private client households, Interlake operates on the Nebo Wealth platform, a cutting-edge portfolio design tool that accounts for your financial goals, your time horizons, your cash flows, and your volatility appetite. With Nebo, Interlake’s objective is to deliver perfect-fit portfolios that re-optimize to your needs, adapting dynamically to changes in your financial plan, your portfolio itself, and the capital markets.
Click to View Nebo Wealth
Asset+Map is a simple, user-friendly financial wellness platform that can help you answer an essential question: How am I doing? Planning for your long-term future is smart and necessary, but we can only achieve great future outcomes by making solid, informed decisions in the present. By measuring and tracking your current financial picture in the context of your future financial goals, Asset+Map can help you do just that.
Click to View Asset+Map
Right Capital enables Interlake and its clients to build, implement, and refine comprehensive financial plans that integrate cash flows, investment portfolios, tax-efficiency, debt management, risk-alignment, and more. Among other benefits, a solid financial plan can help you stay committed to your long-term investment program regardless of what the financial markets do in the short run.
Click to View Right Capital
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