Custom Model Portfolios
for the
Fiduciary Financial Advisor
Ready to see how Modelist can enhance your business with sophisticated investment models?
WHO WE ARE
Modelist collaborates closely with financial advisors, providing access to a comprehensive library of evidence-based investing strategies. This partnership enables the creation of fully customized model portfolios tailored to the unique needs of their clients. Through the integration of customization and model portfolio efficiency, Modelist delivers a seamless and exceptional experience for both advisors and clients. Modelist's core focus on flexibility and transparency drives a solution that eliminates the fee layers, complexity, and ego often associated with other investment management solutions.
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.
Get Started Now
ready to see how you can offer your clients custom models? Fill out the form below to get in contact with us.
Tel: (612) 887-9897
PO Box 689
Excelsior, MN 55331