ABOUT US
OUR MISSION
At Modelist, we believe advisors deserve better. The investment management industry has long prioritized selling products over delivering true fiduciary solutions. Our mission is to empower financial advisors with custom, transparent, and research-backed investment models—designed to serve their clients’ best interests, not a sales agenda. We provide unbiased, evidence-driven strategies, complete transparency, and cost-effective solutions that put advisors in control. Your success is our success, and we stand firmly on your side of the table.
OUR STORY
Modelist was born from a passion for fixing what was broken in the investment industry. Too often, advisors were pushed into models that served as conduits for expensive, high-fee products—designed to enrich asset managers, not advisors or their clients. There was no true fiduciary oversight, no commitment to unbiased fund selection, and little regard for the actual needs of advisors and their clients.
We saw a better way. Instead of using investment models as a sales tool, we built a platform that puts advisors first—delivering fully customized, white-labeled strategies that are transparent, research-driven, and free from conflicts of interest. Modelist isn’t here to push products; we’re here to provide solutions that help advisors scale efficiently, strengthen their brand, and deliver real value.
We started Modelist because no one was being honest with advisors—now, we’re changing the game.
OUR TEAM
Our team brings together decades of experience in crafting sophisticated investment strategies and nurturing strong client relationships.
.png)
Andrew Lucich
Chief Compliance Officer
Kevin Palmstein
Product Architect
Jeffrey Smith, JD, LLM, CRCP, IACCP, CRM
General Counsel
Robert Nelson
Product Engineer
Matt Hayon
Outsourced Chief Financial Officer
Chloe Kauffman
Marketing Operations
CORE VALUES
Fiduciary First
We build unbiased, client-first investment solutions with no hidden agendas or conflicts.
Empower Advisors, Not Products
Our models put your brand and strategy first, not a sales pitch.
Relentless Transparency
No gatekeeping, no fine print—just clear, research-backed strategies.
Scalability Without Compromise
Grow your practice with custom, white-labeled models built for efficiency.
