CUSTOM MODEL PORTFOLIOS FOR FINANCIAL ADVISORS

Shared CIO

Collaborate with our Model Portfolio Investment Team to create custom model portfolios aligned with each client’s goals—and engage to the extent that suits you.

We empower advisors to create customized model portfolios that reflect their unique vision and strategy. You can choose to collaborate directly with our Model Portfolio Investment Team for a personalized experience or build portfolios on-demand using our asset allocation guidance. By partnering with us, you can dedicate more time to strengthening client relationships and growing your business while we handle the complexities of portfolio management.

Explore Our Shared CIO Services

Collaborative Custom Model Portfolios

Work directly with our Model Portfolio Investment Team to design custom model portfolios tailored to your specific preferences. This process involves setting model objectives, defining risk expectations and other implementation constraints and establishing ongoing portfolio management. You also have the option to outsource trading and rebalancing to our partners. Our custom model portfolios are available without additional strategist fees, providing a cost-effective and accessible solution for your business.

Continuous Support and Collaboration

Participate in quarterly meetings with the Model Portfolio Investment Team to review market dynamics and make necessary portfolio adjustments. This ensures your portfolios remain aligned with current market conditions and your clients’ evolving goals.

Customized Client Communication Materials

Access customized content, including factsheets, commentary, brochures and more, to clearly communicate the investment strategies and performance to clients and prospects, enhancing their trust and satisfaction.

How We’ll Collaborate with You

Discuss Goals and Expectations
It begins with an introductory call where we discuss your current portfolio, overall expectations and any desired inputs and outcomes, as well as goals you have for your clients. This conversation sets the foundation for our collaboration, which can include as much or as little involvement as you prefer.
Review Customized Portfolios
Next, we’ll conduct an in-depth analysis to design custom model portfolios that align with your clients’ objectives and risk tolerances. We’ll present our open-architecture proposal and align with you on the final portfolio allocation to implement.
Implement across Client Accounts
In this phase, the goal is to help you implement your new customized Model Portfolios across your client accounts. We will work with you to determine how you would like to receive trade and rebalance notifications—via trade files, on different platforms or in other ways. There are also options to delegate or outsource various tasks, such as tax optimization.
Receive Ongoing Support and Practice Management Guidance
ou will meet quarterly with our Model Portfolio Investment Team to review the portfolio(s) and discuss the ongoing asset allocation guidance. 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? Schedule an introductory call to get started.

Learn more about the ways we can collaborate with advisors like you.

Model Portfolios

Explore WisdomTree’s comprehensive range of building block sleeves and multi-asset portfolios, available to meet a variety of client goals, including our unique model portfolios built around the market philosophies and insight of industry legend, Professor Jeremy Siegel.

Portfolio Consultations

Our team conducts comprehensive reviews of your current portfolios, offering holistic investment recommendations tailored to your unique needs. We offer individual fund analysis, asset allocation guidance, portfolio stress testing and risk assessment.

Custom Model Portfolios

Collaborate with our Model Portfolio Investment Team to create custom model portfolios aligned with each client’s goals—and engage to the extent that suits you. This includes ongoing support and guidance, as well as the option to delegate or outsource various tasks, such as tax optimization.

SMA Strategies

By leveraging WisdomTree’s research-driven strategies and Quorus’ tax-smart technology platform, advisors can provide clients with customized strategies that directly align with their objectives, tax situations and personal values.