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
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.
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.
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.
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.
Commentaries from Our Thought Leaders
Office Hours: An Advisor's Solution for Regaining Time
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.
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 firstname.lastname@example.org 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 email@example.com.