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NDVR, Inc. Profile
NDVR, Inc.

@NDVRWealth

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113
Following
23
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122
Statuses
308

Your wealth, optimized.

Joined January 2019
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@NDVRWealth
NDVR, Inc.
2 years
From vision to reality: Your custom portfolio awaits. Join us behind the scenes as we blend cutting-edge tech with financial expertise to craft your optimized portfolio. https://t.co/sUQ9u7yR7c #FinancialPlanning #InvestmentStrategies
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ndvr.com
In this blog, we'll dive deeper into our tech, and how we think it's enabling our experienced, fiduciary financial advisors to serve our clients like never before.
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@NDVRWealth
NDVR, Inc.
2 years
Experience the future of wealth management! NDVR's portfolio optimization combines growth and protection, harnessing technology to create truly dynamic strategies for unique individuals. Read more in our blog: https://t.co/PIlybXggfi #FutureOfWealth #FinancialInnovation
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ndvr.com
We use the term "wealth optimization" a lot at NDVR. We firmly believe that investors shouldn't just be managing their wealth, they should be optimizing it.
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@NDVRWealth
NDVR, Inc.
2 years
Understanding concentration risk is the first step to a resilient portfolio. Join us as we break down its impact and share tips on how to navigate this aspect of investing. https://t.co/APp6MTWpRh #PortfolioResilience #InvestingTips
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@NDVRWealth
NDVR, Inc.
2 years
Times have changed! NDVR Financial Advisor Brad Osten highlights the shift from arbitrary retirement figures. Discover why personalized planning is crucial for financial security. #RetirementShift #FinancialPlanning https://t.co/vX8ciFLCbZ
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money.usnews.com
Here's how couples can navigate retirement with $2 million in savings.
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@NDVRWealth
NDVR, Inc.
2 years
Unlock your financial potential. CEO Michael Simon encourages investors to seek expert advice. Learn, but also leverage the knowledge of financial advisors for a well-rounded approach. Read more with Yahoo! Finance: https://t.co/L5xHuzg6lq #FinancialFreedom #InvestmentAdvice
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@NDVRWealth
NDVR, Inc.
2 years
Build, manage, track and optimize your entire portfolio, and all of your accounts, seamlessly with the NDVR Portfolio Lab. Get started for free today: https://t.co/iHjzZ9j1JH #PortfolioManagement #WealthOptimization #FinancialTechnology
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@NDVRWealth
NDVR, Inc.
2 years
It's not just about returns; it's about risk-adjusted returns. Stephanie Lo explains why the Sharpe Ratio is essential for investors seeking efficiency in their portfolios with U.S. News. https://t.co/ekF0nEaYRH #SmartInvesting #SharpeRatio
money.usnews.com
The Sharpe ratio gives investors risk-versus-reward insight into an asset's performance.
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@NDVRWealth
NDVR, Inc.
2 years
Investing well is difficult to do. We believe a well-diversified portfolio is the most consistently successful investment strategy you can have. Swipe for common challenges we see and our suggested solutions: https://t.co/vluMaHcwK4
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@NDVRWealth
NDVR, Inc.
2 years
When do your work benefits expire? CEO Michael Simon recommends planning ahead for healthcare coverage in retirement. Start evaluating and avoid gaps in coverage. https://t.co/2rpOn833Cr #RetirementPrep #Healthcare
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@NDVRWealth
NDVR, Inc.
2 years
Explore the NDVR Portfolio Lab – your key to hyper-personalized investing. Learn how we craft portfolios designed just for you. Read more: https://t.co/Nk6WxvfUHQ #InvestmentJourney #TailoredSolutions
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@NDVRWealth
NDVR, Inc.
2 years
Your portfolio, your way. Experience the freedom of personalized investing with NDVR. Explore custom recommendations in minutes for a diversified and effective portfolio. https://t.co/06aNpIxJ0o #PersonalizedInvesting #InvestmentFreedom
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ndvr.com
Building a diversified equity portfolio is no easy task - there are a number of benefits and risks to consider when choosing which individual stocks you decide to purchase. One of those risks,...
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@NDVRWealth
NDVR, Inc.
2 years
"Wealth optimization" is not just a term; it's a philosophy at NDVR. Learn how we focus on your unique financial needs, balancing aspirations, risks, and preferences for a hyper-personalized portfolio. Learn more in our blog: https://t.co/xCIVoKYgBs
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@NDVRWealth
NDVR, Inc.
2 years
Knowledge is key. CEO Michael Simon suggests teaming up with a financial advisor for a strategic and tailored approach to your unique financial situation. Read more at Yahoo! Finance: https://t.co/WZQVxYtmgi #InvestmentStrategy #FinancialPartnership
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@NDVRWealth
NDVR, Inc.
2 years
Automating your finances is crucial for maintaining financial stability and establishing consistency when it comes to your budget, and there are a few easy ways to get started. Swipe through our tips below and read more in our blog: https://t.co/QownJccoke
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@NDVRWealth
NDVR, Inc.
2 years
Meet Anna, our seasoned Quantitative Engineering Manager from Budapest, Hungary! With nearly 3 years of dedicated service at NDVR, her inquisitive nature and commitment to understanding different operational models contribute to making Anna an indispensable part of #TeamNDVR.
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@NDVRWealth
NDVR, Inc.
2 years
Your entire financial household, optimized, in minutes. Check out the new NDVR Portfolio Lab today. https://t.co/850GmAqHmw #WealthOptimization #PortfolioConstruction #HouseholdManagement
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@NDVRWealth
NDVR, Inc.
2 years
See beyond the surface – The Sharpe ratio unveils the real story of your investments. Stephanie Lo's insights with U.S. News guide you through the risk-adjusted returns maze. Read more: https://t.co/gLVpBnD9Ee #InvestSmart #SharpeJourney
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@NDVRWealth
NDVR, Inc.
2 years
The more you spend, the less money available to save, so it becomes harder to accumulate wealth for retirement. So how can investors avoid overspending? Swipe to see our suggestions, and read more in our blog: https://t.co/YeUmUJbT01
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@NDVRWealth
NDVR, Inc.
2 years
Looking for actionable insights and outcome forecasting when it comes to your portfolio? Look no further than NDVR's updated Portfolio Lab. Make more informed decisions about your portfolio with your NDVR Financial Advisor always by your side. https://t.co/3pHqduRZj2
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@NDVRWealth
NDVR, Inc.
2 years
We’re changing the game with our new NDVR Portfolio Lab, providing personalized investment strategies in minutes. Thanks to @investmentnews for sharing our story! #financialadvisors #tech
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investmentnews.com
New solution for RIAs and family offices speeds up investment management with innovative household wealth optimization feature.
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