Custom Model Portfolios
for the
Fiduciary Financial Advisor
What We Do
Modelist provides independent financial advisors with access to a wide range of asset allocation strategies, normally found only on model platforms or within commingled funds. Using this data, we design custom model portfolios branded for your firm. This service includes all the content needed to support your client experience, allowing you to deliver high-quality investment solutions tailored to your clients' needs.
How it Works
Access to Research
We empower financial advisors with access to rigorously researched, evidence-based investing strategies. Our commitment to full transparency ensures you can make informed decisions, while our educational collateral equips you with the knowledge to navigate the best solutions for your clients. Adopt the process we've refined over time, embracing consistency, discipline, and an unwavering belief in the evidence behind your investment strategy.
Customized Models
Financial advisors create comprehensive investment models by seamlessly combining various investment strategies into one cohesive model. Through collaborative consultations with our team, we work closely with you to build unique investment models tailored to your clientele and brand identity. Rest assured, all models are white-labeled, allowing you to establish a distinct and recognizable brand in the industry.
Supporting Collateral
We go beyond creating investment models; we offer detailed analysis and provide all the supporting collateral you need to attract new clients and manage your existing ones. You'll have access to marketing collateral tailored to your brand, enabling you to showcase the value of your investment approach to potential clients. Additionally, we offer frequent updates and rationale on model changes, keeping you and your clients informed about market trends and strategy adjustments.
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Fill out the form below to get in contact with us.
Tel: (612) 887-9897
PO Box 689
Excelsior, MN 55331