Tax wisdom meets Model Portfolios
See how 55ip can help reduce portfolio costs and taxes—at a subsidized fee when you select a WisdomTree Modern Alpha® ETF Model Portfolio.
Financial Professional Access Only
ESG Model Portfolios on 55ip
In this even replay, Ryan Krystopowicz, WisdomTree Director of Client and Product Solutions, reviews the WisdomTree approach to the ESG Model Portfolios offered on 55ip, and Joe Kane, 55ip Business Development Manager, demonstrates how Model Portfolios can be implemented on the platform.