Model portfolios continue to grow in popularity as advisors look for ways to deliver more consistent, scalable portfolio solutions across their client base. But designing and implementing a model portfolio offering is not always simple.
Advisors must consider the structure of the model suite, the role of in-house versus outsourced investment management, account-level customization, rebalancing, tax-loss harvesting, wash-sale management, transitions, and the operational realities of managing portfolios over time.
Ethic’s new Model Portfolios Playbook explores how advisory firms can approach these decisions and how Ethic supports advisors through both model design and model implementation.
