solutions
Flexible, Scalable Investment
Solutions Built for You
No two advisors are the same—so why should their investment models be? At Modelist, we build custom, evidence-based portfolios designed to align with your unique philosophy, client needs, and business goals.
We tap into our extensive library of research-backed strategies, combining market insights and data-driven methodologies to craft tailored investment models that evolve with market conditions.
Our solutions are delivered in the way that works best for you—whether that means trading at your custodian, execution through third-party platforms, or seamless integration with direct indexing and tax overlay solutions. With Modelist, you get a flexible, scalable approach that puts you in full control while we handle the complexity.
WHY MODELIST
Key Features:
The Best of Both Worlds
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Custom Models Without the Hassle
Get the flexibility of building your own models with the efficiency of outsourcing. Our evidence-based strategies are tailored to your investment philosophy while saving you time and resources.
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Market Insights & Supporting Collateral
Stay ahead of the curve with ongoing market updates, trade rationales, and compliance-ready content—so you can confidently communicate with clients and reinforce your expertise.
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Smart, Cost-Effective Execution
Whether you prefer trading at your custodian, leveraging tax-efficient management, or using direct indexing solutions, we design models that fit seamlessly into your workflow.
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Lower Costs, Better Value
We provide the expertise and transparency of a true fiduciary partner, acting as a third-party manager at a fraction of the cost of off-the-shelf model marketplace solutions.
Investment Strategies
Our investment strategies span strategic, tactical, and specialized approaches, designed to adapt to changing markets and client needs. We cut through the noise with a fully transparent, evidence-based process—delivering the best of the industry without the clutter.
