Business introduction
Customized Model Portfolios for the Fiduciary Financial Advisor
At Modelist, we're transforming investment management by simplifying complex strategies into actionable and accessible model portfolios. Join us in revolutionizing the way you approach investments – where quality, scalability, and affordability converge to benefit you
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.
Modelist Solutions
Custom Model Design
How it Works Initial consultation: we start by understanding your unique goals and preferences as a financial advisor. Custom models designed: we skillfully blend strategies into unified, cohesive models that meet your clients' needs. Personalization: investment models are tailored to reflect your brand identity and resonate with your clientele. Ongoing support: access supporting collateral,......
