55ip is dedicated to helping investment advisors differentiate their value proposition and grow their business. We help our partners adapt to a changing world of technology, quantitative investing and investment science.
Investment Advisors use 55ip to lower risk, taxes and fees to generate better client outcomes and capitalize on some of the most important industry trends — including the growth of ETFs as building blocks and an increased focus on frictions such as taxes, fees and inefficient diversification.
The 55ip tech-enabled investment platform was built by 55ip’s team of investment scientists, award-winning academic researchers and industry professionals. The platform empowers advisors to create custom, brandable, tax managed strategies or enhance their current investment strategies through overlays.
We designed our own quantitative risk metric: 55 MRI. We did this to help advisors capture the new interconnected world of risk facing real portfolios. 55 MRI provides us a meaningful and comprehensive picture of an uncertain world.