Asset TV Model Portfolios Masterclass Highlight: Strategic Insights for Advisor Portfolios

Tom Skrobe:

So, our approach is we have two tracks where some advisors, like Adam was talking about, they build their own portfolios. So, in most of those cases they're going to continue to build portfolios, they're very established, and they're good at what they're doing. So for those cases, we want to try to help them evolve their portfolios, be a resource for them in thinking about how to evolve portfolios. And in some cases we become their OCIO manager, but in a lot of cases we're providing pieces of information for them, real time market information and ideas that they could put in motion with their existing portfolios. On the other side of the equation, we pursue advisors two ways. One, we have our standard model lineup and we're available, like everyone else on this call, on a variety of different platforms. And we're helping the advisor determine how they can use these prepackaged models in their practice.

Glossary 

The reference to “OCIO” is meant as a general reference to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith.  Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients.  Such financial professionals are responsible for making their own independent judgment as to how to use such information.