Forms & Disclosures

Important Disclosure Documents: 55ip & JPMIM

55ip Form CRS, Client Relationship Summary, can be accessed via the link below:

55ip-Form-CRS_2023.03.31

55ip Form ADV Part 2A Brochure can be accessed via the link below:

55ip-Form-ADV-Part-2A-2023.11.07_ada

55ip Form ADV Part 2Bs Brochure can be accessed via the link below:

55I-LLC-Form-ADV-Part-2B

JPMIM Form CRS & ADV Part 2A Brochure can be accessed via the links below:

JPMIM-Form-ADV-Part-2A_2023.06.09-v2

JPMIM-Form-ADV-Part-2B_APS_Supplement_2023.03.30

JPMIM_CRS_Form-ADV-Part-2A_APS-2B_Priv-Notice_2023.06.09


Important Disclosure Documents: Model Provider Forms

Fidelity-Model-Portfolio-Solutions-Brochure-03282023

RiverFront-ADV-Part-3-2A-2B-PP_033023

WestEnd-Advisors-ADV-Parts-2A-2B-03.31.2023

WisdomTree-2023-ADV

BlackRock-FundAdvisors-ADV-2A-3.31.2023

Frontier-ADV-Brochure-3.30.2023Download

FranklinTempletonPPG-Only-BrochAnnual-Amendment-Part-2A2B-06012023


General Disclosure:

The information provided on this website are strictly the opinions of 55 Institutional Partners, LLC and are provided for general information purposes only. Nothing on this website constitutes a solicitation to buy or offer to sell any security, product or service. This website does not provide investment advice or recommendations. Investment advisory services are provided through our subsidiary 55I, LLC, a SEC-registered investment adviser. Additional information about 55I is available on the SEC’s website at www.adviserinfo.sec.gov. A copy of 55I’s Form ADV is available from 55I on request.

Tax and Legal Advice Disclaimer

Neither 55 Institutional Partners, LLC, nor 55I, LLC provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.