Model Portfolios
Moving to models just got less taxing.
55ip provides access to and accommodates a full range of model portfolios:
Our partners’ models with predetermined allocations and objectives
Models customized with our partners per your direction
Advisor-led models, created by you
“Our methodology solves a key pain point – transitioning taxable clients into custom models from their legacy allocations. Moving to a new allocation can cause embedded gains to be realized, creating inertia or unwanted bills. With 55ip’s tax-smart implementation into custom models, advisors can launch an optimized transition plan in a matter of minutes versus weeks or months, driving higher levels of client satisfaction.”
Model Portfolios
How could custom models transform your business?
With custom model construction, you can tailor portfolios to meet clients’ specific objectives. Our model management utility (MMU) allows custom models to be built for your clients in days, not weeks. Balance customization with the personalization-at-scale benefits of trading, tax harvesting, and rebalancing efficiency.
Learn more about building a successful model-based practiceNews & Resources
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