New multi-manager model series gives independent advisors seamless access to world-class investment solutions through Silver Oak’s proprietary platform

Silver Oak Securities, Inc., a leading independent broker-dealer and SEC Registered Investment Advisor, today announced the launch of AFX Custom Models, a curated series of multi-manager model portfolios available exclusively through its AdvisorFX platform. The new offering gives independent financial advisors direct access to institutional-grade investment solutions built by leading asset managers.

AFX Custom Models address critical pain points that limit advisor growth, including operational burdens, lack of access to institutional-quality managers, and the inability to build personalized portfolios at scale. The solution combines sophisticated investment strategies with streamlined execution, allowing advisors to maintain their investment philosophy while delegating construction and rebalancing to best-in-class partners.

"Beyond institutional-quality investment options, independent advisors need the service, support, and flexibility to grow their practices without adding complexity," said Billy Hopkins, Founder and CEO of Silver Oak Securities. "With AFX Custom Models, they get access to world-class managers, comprehensive portfolio solutions, and the freedom to serve clients their way while we handle the implementation."

The launch features five comprehensive investment series designed to address distinct client needs:

• AFX Dynamic Allocation (built by Aptus Capital Advisors) allocates to higher-return market segments while actively managing risk to help reduce drawdowns. Built with flexibility to adjust exposure as risks and opportunities evolve. The series incorporates options-based strategies to enhance asset allocation, using primarily ETFs, with a high-net-worth version that includes both ETFs and individual securities.
• AFX Core Portfolio Suite (built by Invesco) applies a tactical investment process using macro regime analysis of leading economic indicators and market risk sentiment. The suite builds cost-efficient, diversified models of ETFs across asset classes, geographies, factors, and investment disciplines.
• AFX Enhanced starts with long-term strategic allocations across equity, fixed income, and alternatives that adapt to changing market conditions. The series blends a cost-effective mix of ETFs, mutual funds, and SMAs, with active managers focused on delivering alpha in core, tax-aware, and high-net-worth portfolios. It includes the option to add custom indexing for further personalization.
• AFX Income (built by Invesco) builds diversified models of ETFs seeking to offer higher risk-managed income for non-qualified and tax-aware portfolios. Allocations include multi-asset and fixed income and alternatives with no equity exposure.
• AFX Strategic (built by Fidelity Investments) leverages proprietary manager research, capital markets assumptions, and sophisticated risk analytics to construct long-term strategic asset allocations. The models seek to provide enhanced risk-adjusted returns through a disciplined, research-driven process that utilizes a mix of active and passive strategies across asset classes. The team employs an open architecture approach, selecting strategies from both Fidelity and third-party managers based on rigorous, unbiased analysis.

Each series includes tax-aware options and addresses specific investment objectives, from growth-focused allocations to income-generating strategies.

AFX Custom Models also provides advisors with comprehensive support, including timely marketing materials, practice management tools, and direct access to portfolio management teams, all with streamlined implementation through the AdvisorFX platform.

AFX Custom Models can be found in AFXInvest, part of Silver Oak's broader AdvisorFX ecosystem. Advisors not on the Silver Oak platform can reach out for access to the suite. AdvisorFX also includes AFXTech (practice technology solutions) and AFXInsurance (in-house IMO access). The integrated platform is designed to support every aspect of an advisor's practice, from investment management to operational efficiency and insurance solutions.

About Silver Oak Securities

Silver Oak Securities, Inc. is an independent, full-service Broker-Dealer and SEC-Registered Investment Advisor committed to supporting independent financial professionals. With equity ownership opportunities, modern technology, and a high-touch support model, Silver Oak empowers advisors to build meaningful client relationships and grow their practices on their own terms.

Fidelity Investments^® is an independent company, unaffiliated with Silver Oak Securities. Fidelity Investments is a service provider to Silver Oak Securities. There is no form of legal partnership, agency affiliation, or similar relationship between Silver Oak Securities and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments^® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC. [1242361.1.0]

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"Beyond institutional-quality investment options, independent advisors need the service, support, and flexibility to grow their practices without adding complexity," said Billy Hopkins, Founder and CEO of Silver Oak Securities.