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July 02, 2024 at 11:06 AM
What You Need to Know
- Advisors crafting their own models or using outsourced portfolios can use the service.
WisdomTree Inc. on Tuesday introduced a service, Portfolio Solutions, to help advisors choose client portfolios, save time and use a consistent investment and client communication process.
Advisors can use Portfolio Solutions as an efficient portfolio delivery framework, whether they offer clients self-constructed model portfolios or third-party models, according to WisdomTree, which has $109 billion in assets under management.
Three distinct offerings comprise this WisdomTree Asset Management service:
For advisor-built portfolios:
- Portfolio consultations. A personalized evaluation of an advisor’s model portfolios, including individual model portfolio composition analysis, stress testing, examination of holdings and overlaps.
For outsourced portfolios:
- Chief investment officer-managed model portfolios. Provides access to WisdomTree’s CIO-Managed Model Portfolios designed to satisfy an array of client investment goals. Advisors can implement these model portfolios themselves, via model market centers or on third-party platforms. These portfolios may be customized to firms’ needs and goals.
- Shared CIO. Enables advisors to collaborate with WisdomTree’s Model Investment Team to build and manage model portfolios, with the option to delegate trading, rebalancing and tax optimization tasks.
Portfolio Solutions seeks to helps advisors manage and implement asset allocation decisions, save time and resources, and make their practice more valuable, according to the firm.
