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.

Contact Us

To schedule an introductory call and learn more about how we can help you save time and money and help you achieve your client portfolio goals, fill out the form below or send us an email at wtpg@wisdomtree.com.

 

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