Scalable Investment Solutions for Independent Advisors

Tools, research, and tactical insights to help you grow your practice and deliver exceptional outcomes.

How we can help you.

We partner with independent advisors to provide a full suite of portfolio models, research, and tactical tools—acting as an extension of your investment team.

  • Comprehensive suite of multi-asset model portfolios ranging from low to high risk.

  • Focused SMA models covering equities, fixed income, and risk overlay strategies - accessible through the model portfolios or à la carte.

  • In-depth portfolio reviews, including macro insights, stock-related info, and more.

  • Videos & Education: Market insights, portfolio reviews, and positioning highlights.

Why Partner with Humbl Edge?

We handle the research, modeling, and operational complexity—so you can focus on delivering exceptional client care.

  • Asset allocation across 20+ global asset classes

  • Equity & bond analysis on 3,000+ securities

  • Manager due diligence & selection

  • Currency and tail risk strategies

Combine proprietary AI with deep capital markets expertise—scale with confidence.