Guided Rep as PM
Guided Rep as PM is an approach that combines the personalization of in-house portfolio management with the expertise of professional investment support. It empowers advisors to maintain control over investment decisions while accessing high-quality research and strategies, allowing them to deliver tailored solutions efficiently to their clients.
Straightforward Process
Use Our
Research
We give you access to investing strategies that are backed by rigorous research and evidence. We're all about transparency, so you can make informed decisions and feel confident in your choices.
We'll also provide you with educational materials to help you navigate the best solutions for your clients. Embrace the process we've refined over time - it's all about consistency, discipline, and trusting in the evidence behind your investment strategy.
Tailor it to Your Brand
You create comprehensive investment models by seamlessly combining different investment strategies into one cohesive package. We're here to help you every step of the way.
Through collaborative consultations with our team, we'll work closely with you to build unique investment models that are tailored specifically to your clients and your brand identity. All the models are white-labeled, so you can establish a distinct and recognizable brand in the industry that's all your own.
Spread Your Message
We don't just create investment models; we go beyond by offering detailed analysis and providing all the supporting materials you need to attract new clients and manage your existing ones.
You'll have access to marketing collateral that's tailored to your brand, so you can showcase the value of your investment approach to potential clients. And we'll keep you in the loop with frequent updates and rationale on model changes, so you and your clients stay informed about market trends and strategy adjustments.
Levels of customization
Risk Levels
Modelist helps you determine the right number of models and risk levels for your clients. Whether you want to match your current naming and risk exposures, align with your risk profiling software, or comply with guidelines, we've got you covered.
-
Conservative to Aggressive
-
Sleeved Models
-
Risk Budget
