The Future Is Custom
Published July 25, 2025
Ryan Krystopowicz, CFA
Director of Client Solutions
Key Takeaways
- As markets grow more volatile and clients demand greater personalization, advisors are turning to customizable model portfolios like WisdomTree’s Shared CIO service to scale efficiently without sacrificing control.
- The Shared CIO platform combines institutional investment rigor with flexible implementation, allowing advisors to tailor portfolios by strategy, manager, theme and trading frequency at no additional strategist cost.
- WisdomTree recently announced a strategic investment and commercial arrangement with Quorus, a technology-forward asset manager focused on tax-efficient implementation.
The investing world isn’t getting any simpler. Market cycles are moving faster, geopolitical risk is more pronounced and product proliferation is reaching dizzying heights. In this dynamic environment, advisors are feeling the pressure to deliver sophisticated, personalized solutions—while keeping their practice efficient and scalable.
That’s precisely why we built the WisdomTree’s Shared CIO custom model portfolio service.
This isn’t outsourcing for the sake of efficiency alone. It’s a collaborative platform that helps advisors modernize their investment process without giving up control. With Shared CIO, advisors partner directly with members of our Model Portfolio Investment Committee to design tailored model portfolios that reflect their firm’s values and their clients’ goals.
Every portfolio is built on a foundation of institutional rigor—leveraging the investment expertise of our Global Research Team and Model Portfolio Investment Committee across global equity, fixed income, alternatives and currency markets. But the real power comes from the flexibility. Want to include specific managers? Adjust trading frequency? Tilt toward themes like income or alternatives? That’s all on the table. This is customization without compromise.
Shared CIO was built to be accessible. There are no strategist fees, and we’ve intentionally kept our AUM requirements more flexible than the rigid thresholds often seen elsewhere. The open-architecture design gives advisors the flexibility to incorporate preferred managers and strategies, and implementation is seamless across major platforms. Just as important, we offer robust marketing support—white-labeled or co-branded—including factsheets, commentaries, brochures and other materials to help advisors effectively communicate strategy and performance to clients and prospects.
We’ve seen Shared CIO drive real transformation for advisory firms. Practices in growth mode can use it to streamline their investment process and scale with confidence. Aggregators can use it to create consistent, centralized portfolios that help ease transitions for newly acquired advisor teams. And for advisors looking to modernize their investment vehicle lineup, Shared CIO can help replicate legacy mutual fund exposures with ETF-based portfolios that enhance tax efficiency, reduce costs and preserve the intent of the original strategy.
And now, there’s even more reason to take notice.
WisdomTree recently announced a strategic investment and commercial arrangement with Quorus, a technology-forward asset manager focused on tax-efficient implementation. As WisdomTree’s Head of Portfolio Solutions recently outlined in this blog, this collaboration enhances the advisor experience even further, providing no-cost trading for advisors implementing WisdomTree custom models through the Quorus platform. It’s another example of how we’re removing friction from the portfolio construction process, making high-quality, personalized implementation more accessible than ever.
This is about more than models. It’s about helping advisors modernize the way they build portfolios, keeping them in the driver’s seat while unlocking the kind of scale and precision that today’s clients demand. And the broader industry momentum supports it: according to Morningstar, assets in customizable model portfolios have grown nearly 50% year over year, reaching more than $125 billion.1 This shift reflects a growing recognition that personalization and efficiency no longer have to be at odds.
In a world of rising complexity, advisors don’t need to go it alone. With Shared CIO, you’re not just accessing investment expertise, you’re building a better version of your practice. One that’s ready for what’s next.
Let’s build it—together.
1 Source: Stephen Margaria, “How Model Portfolios Are Evolving,” Morningstar, 2/4/25. https://www.morningstar.com/financial-advisors/how-model-portfolios-are-evolving.
Important Risks Related to this Article
WisdomTree, Inc., the parent company of WisdomTree Asset Management, Inc. (“WTAM”), holds a minority equity stake in Quorus Inc. (“Quorus”), and WTAM has commercial arrangements with Quorus under which WTAM Model Portfolios and strategies are offered through the Quorus platform and may be implemented in separately managed accounts (“SMAs”). WTAM receives advisory fees from WisdomTree ETFs that may be included in those Model Portfolios or strategies and a revenue-sharing payment from Quorus based on assets placed into SMA implementations of WTAM strategies (WTAM does not provide investment advice in connection with such SMA implementations or Model Portfolios). Accordingly, WTAM and its affiliates have a financial interest in the success of Quorus and may benefit economically from the relationship. This material is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.
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About the contributor
Ryan Krystopowicz, CFA
Director of Client Solutions
Ryan Krystopowicz is Director of Client Solutions at WisdomTree, where he helps drive the commercialization of model portfolio solutions and supports advisor growth strategies. He plays a central role in WisdomTree’s Model Portfolio Research Study, advancing insights on model adoption, advisor behavior and prospecting opportunities. His passion for third-party model portfolios and investment outsourcing was cultivated during his tenure at a Registered Investment Advisor, where he held roles across research and operations. Ryan also brings WisdomTree’s research on advisor online presence to life through high-impact programming that turns key findings into practical guidance for improving digital credibility and prospect engagement. He is a CFA charterholder and a graduate of Loyola University of Maryland.