On-Demand

Join Sergiu Postolche, Director of Model Portfolios Business Development at Fidelity and Todd Johnson, Director of Channel Alliances at Riskalyze as they discuss best practices for model portfolio construction, with a focus on maximizing risk-adjusted total returns and accommodating for individual risk preferences.

Sergiu will provide an introduction to Fidelity Models available at no cost in the Riskalyze Partner Store, including their investment philosophy, methodology, and process. Todd will then provide an interactive demo of how to unlock Trading Automation inside Riskalyze, and how you can seamlessly take Fidelity’s strategies from discovery, to decisions, to trade execution, and keep everything on track.

Register Now


Meet The speakers

Sergiu Postolache
Director, Model Portfolios Business Development at Fidelity
Todd Johnson
Director of Channel Alliances at Riskalyze
"Riskalyze is an incredible piece of fintech. With a seamless user experience, clients of all ages are enjoying using Riskalyze."
- ALLISON, ADVISOR IN CALIFORNIA
"For all you advisors thinking of using Riskalyze, DON'T! I want this fantastic, incredible, game changing tool all to myself. With it, only I will be able to rule the entire investment world!"
- YO, ADVISOR IN CALIFORNIA
"Setting clear expectations with our clients is one of the most important things we do. Riskalyze makes that easy!"
- DAVID, ADVISOR IN CALIFORNIA

Register Now