Insights into our Value

As we at 55ip reflect on 2021 and the challenges it presented, we feel incredibly fortunate that we were still able to make game-changing strides in our mission: to help advisors break down barriers to financial progress. As 2022 begins, we are proud of the fact that over 200 advisory…

Technology is transforming the world of wealth management, enabling advisors to deliver greater capabilities to clients with increased efficiency. Among these potential capabilities is a more advanced systematic approach to year-round tax management – it no longer needs to be a burdensome, manual, year-end process reserved for larger accounts.

The explosion of low-cost investment products and model portfolios provides significant opportunities for advisors to transform and grow their practices while improving client outcomes. However, there is a major obstacle getting in the way of advisors taking full advantage of these opportunities – Taxes!

Differentiating your practice based on performance is a challenge. Client portfolios are increasingly geared toward benchmark exposures, given the prevalence of low-cost, passive investing versus active management…

As we at 55ip reflect on 2020 and the challenges it presented, we feel incredibly fortunate that we were still able to make game-changing strides in our mission: to help advisors break down barriers to financial progress. We now have over 120 advisors with over $30 billion in discretionary assets…

Today, the role financial advisors play in helping clients tackle uncertainty and volatility has become increasingly vital. By leveraging an innovative, tax-smart strategy, advisors can drive better outcomes for clients, adding tangible value.

Using model portfolios is a great way to scale your practice, but client-specific customization and implementation can be difficult and time-consuming. Whether you are starting with your own models, a third-party model, or designing them from scratch, 55ip will help you develop your own menu of investment strategies. Plus, the…