Tax-focused independent broker-dealer HD Vest has grown its still-new portfolio management tool, which launched in October of last year, to over $700 million in assets under management.

“What’s been unique about this particular [model portfolio] program … is we allow our advisors to customize it based on their clients’ needs,” says Roger Ochs, president and CEO of the Irving, Texas-based broker-dealer. “It gives advisors the freedom to do that.”

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