Innovative Launch of WorldMAP by World Investment Advisors
A new investment and portfolio management platform has made its debut, offering access to a diverse array of curated models and strategies. This new initiative, spearheaded by World Investment Advisors, is a significant leap forward for financial advisors, allowing them to refine their approach with powerful new tools. The World Managed Account Platform (WorldMAP) aims to streamline the operations for financial advisors and enhance the overall client experience.
Features and Benefits of WorldMAP
WorldMAP is designed to provide financial advisors with the resources needed to grow their practices and increase revenue while simplifying the management of their clients' portfolios. Initially, the platform will include a model program that features strategies developed and supervised by World’s dedicated investment team. This structured offering will deliver automated and personalized tax management capabilities, allowing advisors to tailor models specifically for their clients at scale.
Access to Diverse Investment Strategies
Advisors using WorldMAP will benefit from not only in-house models but also access to strategies provided by other prominent industry leaders. The platform will host a wide range of separately managed account (SMA) managers, offering clients a diversified suite of investment options that cater to various needs. This extensive lineup empowers advisors to choose the best strategies, enhancing the investment experience.
Comments from Leadership
Troy Hammond, the CEO of World Investment Advisors, underscored the significance of this launch, stating, "The advent of WorldMAP marks a monumental progression for our wealth platform, demonstrating our commitment to improving the experience for our advisors and their clientele. Today’s high-net-worth clients demand solutions finely tuned to their personal goals, and WorldMAP is designed to meet those needs effectively."
The in-house models under the brand name Cota Street are set to provide a range of strategies, including both equity and fixed-income options. Led by Chief Investment Officer Nate Garrison, the investment team will guarantee the adherence to quality and performance in the curated strategies.
Enhanced Advisory Experience
With the initial launch, Cota Street will offer ten strategies and over fifty models, designed to address the various portfolio needs of clients. Importantly, advisors who prefer to manage their own models can integrate them into the platform, enjoying robust support and resources. This flexibility allows advisors to delegate essential but time-consuming responsibilities like trading, rebalancing, and asset allocation.
Future Developments on WorldMAP
Looking ahead, World Investment Advisors plans on expanding the platform by introducing additional strategists and models, further enriching the resource available to advisors. Anticipated future updates will also include a second program tailored for advisors wishing to retain a hands-on approach to their portfolio management.
"Years of experience have revealed that time is an advisor’s most precious asset," Garrison added. "WorldMAP permits advisors to generate personalized portfolios that adapt alongside their clients’ evolving needs, while also enabling them to build a more scalable practice and foster new client relationships."
Leadership Appointments and Contributions
With the launch of WorldMAP, Lauren Yeaton Hunt has been appointed as Senior Vice President of Wealth Platforms and Partnerships. Drawing from over three decades of expertise in financial services, Yeaton Hunt will facilitate a seamless rollout of the platform, striving to provide an exceptional experience for advisors and their clientele. Her previous roles include significant leadership positions with reputable institutions, where she honed her skills in financial product management and marketing.
Experience and Vision
Yeaton Hunt expressed her enthusiasm about joining the World Investment Advisors team, stating, "I’m looking forward to collaborating with our advisors to unlock the full potential of this platform. WorldMAP is aimed to deliver notable time savings, superior client-centric services while fostering personalized outcomes and growth opportunities." She indicates that ongoing refinement of WorldMAP will be informed by advisor feedback and client needs.
About World Investment Advisors LLC
World Investment Advisors, LLC is known for its expansive network, encompassing over 350 advisors across more than 65 locations in the U.S. With thousands of retirement and wealth management clients, the organization is committed to a broad range of services including wealth management, defined contribution, and executive compensation solutions. For further information regarding World Investment Advisors, visit their official website.
Frequently Asked Questions
What is WorldMAP?
WorldMAP, or World Managed Account Platform, is a new investment and portfolio management platform designed by World Investment Advisors to enhance advisor services.
How will WorldMAP benefit financial advisors?
The platform will help advisors streamline their operations, manage client portfolios more effectively, and increase revenue through diverse investment options.
Who leads the investment strategies on WorldMAP?
Nate Garrison serves as the Chief Investment Officer overseeing the investment strategies and ensuring high-quality offerings through the Cota Street brand.
What kind of strategies are available on WorldMAP?
WorldMAP offers a variety of multi-asset, equity, and fixed-income strategies, including both in-house and industry-leading models.
Who is Lauren Yeaton Hunt?
Lauren Yeaton Hunt is the Senior Vice President of Wealth Platforms and Partnerships, leading the launch and management of the WorldMAP platform.
