Are you an advisor looking for a better alternative to building portfolios yourself—or finding that the outsourced solutions you use lack customization, transparency, or true value for your clients? Do you want the flexibility to design your own portfolios—without the time drain and compliance headaches? Are you looking for a transparent, cost-effective way to innovative investment strategies that put your clients’ best interests first?
At Modelist, we partner with independent fiduciary advisors to build custom, white-labeled investment models that fit your unique philosophy, client needs, and operational preferences—giving you the control of an in-house solution with the efficiency of outsourcing.
Value Proposition
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Research-Backed Strategies
Evidence-based models tailored to different market conditions.
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Scalability Without Complexity
Free up time with streamlined model creation and execution.
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Full Transparency & Advisor Support
Clear trade rationales, compliance-ready content, and market insights.
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Tax-Managed, Outsourced Trading
Efficient, tax-sensitive trading that simplifies execution.
Guided Rep as PM – The Best of Both Worlds
Many advisors face a tradeoff: build and manage portfolios in-house or outsource to third-party models.
Guided Rep as PM offers the best of both—giving you the control of an in-house solution with the efficiency of outsourcing.
Stay in charge while leveraging Modelist’s research, execution support, and tax management to scale smarter and streamline operations.
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