Custom Model Portfolios for Independent Financial Advisors
Modelist is your partner in seeking better outcomes for your clients and practice.
CUSTOM MODEL PORTFOLIOS FOR
INDEPENDENT FINANCIAL ADVISORS
At Modelist, we are 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
Our Research. Your Brand.
As a fiduciary advisor, you want to give your clients the best investment options available. Modelist provides you with access to a wide range of asset allocation strategies that are usually only found on model platforms or in commingled funds.
We use these strategies to create custom model portfolios branded for your firm, so you can offer your clients tailored investment solutions. Plus, we give you all the content you need to support your client experience and deliver sophisticated investment strategies with ease.
