Tax-Smart WisdomTree Model Portfolio Technology Launches - Seite 2

The new solution’s onboarding process follows three straightforward steps:

• Advisors select the WisdomTree Modern Alpha ETF Model Portfolio that best aligns with a client’s goals on the 55ip platform.
• Based on the client’s portfolio, the solution generates a tax-smart plan to transition the assets to the new model portfolio over time.
• Advisors receive proposal and reporting information to share with clients, helping them understand the potential tax advantages with ongoing, automated tax management.
  

The solution is currently available to Registered Investment Advisors within the WisdomTree ecosystem and is expected to be expanded in the future to additional channels including independent broker-dealers. For more information, visit wisdomtree.com/55ip.

The arrangements referenced above are memorialized via a licensing agreement with 55ip whereby WisdomTree has provided a license to 55ip for displaying applicable WisdomTree model portfolios on the 55ip solution to be accessed by advisors in their own discretion. WisdomTree makes no representations, warranties, endorsements or recommendations regarding 55ip, its products or services.

Neither WisdomTree Investments, Inc., nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax advice. All references to tax matters or information provided are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.

There are risks involved with investing, including possible loss of principal.

This information and the model portfolios are not personalized investment advice or an investment recommendation from WisdomTree, and are intended for use only by a third party financial advisor, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this and all model portfolio information. WisdomTree does not have investment discretion over or place trade orders for any portfolios or accounts of advisors or investors derived from model portfolio information.