WisdomTree Launches Portfolio and Growth Solutions
April 18 2022 - 8:30AM
WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded
fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset
manager, announced today the launch of its Portfolio and Growth
Solutions. WisdomTree is providing customized portfolio and asset
allocation services to support Registered Investment Advisers
(RIAs) and independent broker dealers (IBDs) in building,
implementing, and managing their client portfolios while providing
strategic guidance for advisors to support their business growth.
WisdomTree’s asset gathering approach is centered
on two primary focuses: large distribution networks where advisors
use WisdomTree’s Model Portfolios across their book of business,
and customized portfolios to RIAs and IBDs that they can use to
support a majority of the RIA’s or IBD’s book of business.
“Investment advisors are constantly in search of
levers to efficiently and thoughtfully scale their services but are
also prioritizing to provide their clients with efficient
investment management services, lowered expenses, and decreased
operational complexities,” said Thomas Skrobe, Head of Product
Solutions at WisdomTree. “While advisors often opt out of
outsourcing these services due to their clients’ more tailored
needs, WisdomTree’s Portfolio and Growth Solutions offer customized
outsourced portfolios to advisors that enable those advisors to
then spend more time on value-add client activity, leading to
increased client growth and acquisition of new clients.”
WisdomTree’s Portfolio and Growth Solutions address
advisor needs across three primary pillars:
- Build: Portfolio Solutions
- A team of specialists collaborate with each advisor to learn
their specific objectives and create model portfolios designed to
achieve the advisor’s goals, which can, in turn, help advisors
address their clients’ goals
- Manage: Trading Solutions
- WisdomTree, through an agreement with Adhesion Wealth, will
offer advisors rebalancing and trading services for their clients’
model portfolios.
- Grow: Advisor Solutions
- Specialists guide and coach the advisor through processes
focused on sales, marketing, operations, and leadership.
Model rebalancing and trading will be provided by
Adhesion Wealth, a provider of outsourced investment management
solutions, giving their advisor clients direct access to a platform
that will deliver a more customizable approach with advisor input.
WisdomTree’s Portfolio and Growth Solutions enables advisors to
prioritize customizable brand practices and fact sheets, investment
design of models, and efficiencies across implementation, trading,
and tax transitions, which can serve as a springboard towards their
growth.
Jarrett Lilien, President and COO of WisdomTree
added, “We have seen first-hand the value of increasing model
portfolio adoption across the advisor ecosystem, and we are excited
to offer access to this robust avenue to a portion of that market
currently underserved by asset managers. Providing customized
services to RIAs and IBDs is just the latest example of how
WisdomTree puts the advisor first and showcases our unrelenting
commitment to innovation.”
Further information on WisdomTree’s Portfolio and
Growth Solutions services can be found on the blog here and email
inquiries may be directed to wtpg@wisdomtree.com.
WisdomTree Model Portfolio information is
designed to be used by financial advisors solely as an educational
resource, along with other potential resources advisors may
consider, in providing services to their end clients. WisdomTree
Model Portfolios and any related content are intended for
informational use only and are not intended to provide investment
or financial planning advice by WisdomTree. WisdomTree Model
Portfolio information should not be considered or relied upon as
investment advice or as a recommendation from WisdomTree, including
regarding the use or suitability of any WisdomTree Model
Portfolio.
There are risks involved with investing, including
possible loss of principal.
WisdomTree Funds are sold by
prospectus only. You should carefully
consider the investment objectives, risks, charges and expenses of
the WisdomTree Funds before making an investment decision. The
prospectus contains this and other important information. Please
read it carefully before investing. To obtain a printed copy,
please call 866.909.WISE (9473).
WisdomTree Funds are distributed in the U.S. by
Foreside Fund Services, LLC.
Investors should carefully consider the
investment objectives, risks, charges and expenses of the Fund
before investing. To obtain a prospectus containing this and other
important information, call 866.909.9473 or visit wisdomtree.com.
Read the prospectus carefully before you invest.
Thomas Skrobe and Jarrett Lilien are registered
representatives of Foreside Fund Services, LLC. Foreside Fund
Services is not affiliated with other entities mentioned.
WTPR-20220411-0167
About WisdomTreeWisdomTree
Investments, Inc., through its subsidiaries in the U.S. and Europe
(collectively, “WisdomTree”), is an ETF and ETP sponsor and asset
manager headquartered in New York. WisdomTree offers products
covering equity, commodity, fixed income, leveraged and inverse,
currency, cryptocurrency and alternative strategies. WisdomTree
currently has approximately $80 billion in assets under management
globally.
WisdomTree® is the marketing name for WisdomTree
Investments, Inc. and its subsidiaries worldwide.
Contact Information
Media RelationsWisdomTree Investments, Inc.Jessica
Zaloom+1.917.267.3735jzaloom@wisdomtree.com /
wisdomtree@fullyvested.com
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