Welcome to Portfolio & Growth Solutions
WisdomTree Portfolio & Growth Solutions is a program designed for you to collaborate with us to build, manage and trade customized Model Portfolios for your practice. The program also offers you access to a suite of growth solutions, including workshops, presentations and practice management, that can help you grow your practice.
Before Portfolio & Growth Solutions:
You spend a lot of time building portfolios and preparing to trade them. It’s costly to hire someone just to trade portfolios for you, but it takes up a lot of your time. You worry about defending portfolio choices and creating material for client communication. You want to grow, but you don’t have research-backed ways to better manage your firm and grow.
After Portfolio & Growth Solutions:
Your client portfolios are optimized to meet your goals and are as hands-on or hands-off as you want. A team manages them for you with quarterly check-in calls and client communications. You also receive expert guidance on running and growing your firm. You feel more comfortable and have more time in the day.
Supporting Your Business in Three Main Areas
Our Collaborative Process to Support You
STEP 1:
INTRODUCTORY CALL
Learn about the team here to support you, and how we’ll work together. We’ll get a better idea of your current portfolio, your overall expectations, and the goals you have for your clients.
STEP 2:
PORTFOLIO CONSULTATION AND CUSTOMIZATION
Next, we'll discuss your desired inputs and outcomes and collaborate with you to build customized Model Portfolios. We’ll review our open-architecture suggestions and help you develop an implementable solution with as much or as little involvement as you prefer.
STEP 3:
ONBOARDING, IMPLEMENTATION AND MANAGEMENT
In this phase, the goal is to help you implement your new customized Model Portfolios across your client accounts and rebalance them on a quarterly basis.
STEP 4:
ONGOING SUPPORT AND GROWTH GUIDANCE
You will meet quarterly with our Model CIO team to review your portfolios and get the support you need. Additionally, you will have access to presentations, workshops and materials related to growing your business, building your team, leadership development, investment research and more.
Interested to Learn More About the Program?
This 15-minute live webcast is designed for every time-crunched advisor who’s interested in growing their practice – without having to deal with the sales pitch. Get the exciting facts on WisdomTree’s Portfolio & Growth Solutions program, and how we’re collaborating with advisors like you.
- Convenient: tune in at 3pm EST on any 2nd or 4th Tuesday of the month
- Brief: grab a coffee and get informed in 15 minutes or less
- No obligation: just empowering food-for-thought for modern advisors
Contact Us
Commentaries from Our Thought Leaders
Webinar Replays
Financial Professional Access Only
Model Portfolios Quarterly Discussion: Q2 2023
During this Office Hours replay, CIO of Model Portfolios Scott Welch, Head of Fixed Income Strategy Kevin Flanagan and Director of Model Portfolios Joe Tenaglia summarize the current macro-economic and market environments, and then summarize how our model portfolios are positioned and performing accordingly.
An Advisor's Solution for Regaining Time, Saving Money, Achieving Higher Client Satisfaction
On this Office Hours, WisdomTree’s Kara Dombroski (Director, Client and Product Solutions), Justin Hagner (Associate Director), and Ryan Krystopowicz (Director, Client and Product Solutions) discussed the WisdomTree Portfolio & Growth Solutions program and how it can help advisors potentially regain time, save money & achieve higher client satisfaction.
Are You Leveraging the Four Habits of Highly Successful Advisors?
How can you help today’s clients pursue their goals, while also seeking to increase the value of your practice? You may want to consider adopting four habits we're seeing in today’s highly successful advisors.
We are offering financial professionals who are interested in custom or off-the-shelf WisdomTree Model Portfolios the ability to trade and rebalance their client portfolios on Adhesion’s platform.
Adhesion is an outsourced managed account solution with more than 20 years of experience in enabling advisors to transform their businesses. Their powerful suite of portfolio software and services has helped advisors of all sizes reinvigorate their investment operations while maintaining the level of independence and product flexibility they prefer.
Registered investment advisors (RIAs) and independent broker-dealers (IBDs) interested in leveraging WisdomTree expertise in building, implementing and managing their client portfolios while providing strategic guidance for advisors to support their business growth.
WisdomTree has ETF Model Portfolios that advisors can invest in, and through our collaboration with Adhesion, we can implement a variety of value-added services, including: trading and rebalancing; cash buffers and automated withdrawals at the account level; the ability to blend and customize multiple Model Portfolios; account billing; tax loss harvesting, tax-smart transitioning; and other features.
Schwab, TD, Fidelity, Pershing, First Clearing (through TradePMR).
This is low to no cost! Please contact your WisdomTree sales contact or email wtpg@wisdomtree.com for further info.
If you’re a financial professional who is interested in learning more, please reach out to your WisdomTree sales contact or email our Portfolio & Growth Solutions team at wtpg@wisdomtree.com.
