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Introducing Modelist: Empowering Financial Advisors with Custom Model Portfolios

Jun 19, 2023
1 min read

Updated: Nov 10, 2023

[Minneapolis, MN] - Modelist, a groundbreaking venture founded by industry expert Joe Mallen, is thrilled to announce its official launch. Modelist revolutionizes the way financial advisors approach model portfolios, offering a dynamic platform that provides tailored, evidence-based models to empower advisors.


Modelist is poised to reshape the landscape of model portfolio investing. With a firm commitment to transparency, innovation, and collaboration, Modelist equips financial advisors with a comprehensive toolkit to design and implement investment models that align with their practice’s preferences and financial objectives.


"Modelist represents a new era of model design," stated Joe Mallen, Founder of Modelist. "Our platform empowers financial advisors to create customized investment strategies based on rigorous research and evidence. We're excited to bring a fresh approach to the industry, enabling advisors to unlock their true potential and elevate their clients' investment experience."


Modelist offers a unique blend of white-labeled branding, allowing financial advisors to establish their distinctive presence in the market. The platform also provides continuous updates, ensuring advisors and their clients stay informed about market trends and strategy adjustments. Comprehensive analysis and marketing support further enhance advisors' ability to attract and manage clients effectively.


With Modelist's launch, Joe Mallen and his team invite financial advisors to embrace a new paradigm of investment advisory. As the industry continues to evolve, Modelist stands as a beacon of innovation, transparency, and client-centricity.


For media inquiries and further information, please contact:


612-887-9897


About Modelist:

Modelist, founded by Joe Mallen, is a pioneering platform that empowers financial advisors with tailored investment models. With a focus on transparency, evidence-based strategies, and collaborative support, Modelist enables advisors to deliver exceptional value to their clients while establishing a distinct brand presence in the industry.

At Modelist, we are transforming investment management by simplifying complex strategies into actionable and accessible model portfolios.

CONTACT INFORMATION

PO Box 689

Excelsior, MN 55331

Tel:

(612) 887-9897

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Modelist Inc. ("Modelist") is an investment adviser registered with the Minnesota Department of Commerce, Financial Institutions and Securities Division, and in the other states in which it is registered or notice filed. Registration as an investment adviser does not imply any level of skill or training, and does not mean that any state administrator has passed upon the merits or qualifications of, or recommended or given approval to, Modelist or its services.


Modelist transacts business only in states in which it is registered or is excluded or exempted from registration. Modelist provides non-discretionary model portfolios and research to institutional subscribers. It does not exercise investment discretion, does not maintain custody of client or end-client assets, and does not provide individualized investment advice to the clients of the advisers who subscribe to its services. Content on this site is general in nature, is not investment, legal, or tax advice, and is not an offer or solicitation to buy or sell any security. All investing involves risk, including loss of principal, and past performance does not guarantee future results.


Modelist's Form ADV Part 1 and current Form ADV Part 2A brochure are available at adviserinfo.sec.gov (CRD No. 327365) and free of charge upon request at hello@modelist.me or 612-887-9897.

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