Our platform allows advisors to seamlessly select a BlackRock model and couple it with 55ip’s tax-smart technology. Through this partnership, advisors provide clients with a tax-smart transition into the model over time. 55ip provides ongoing, automated trading and tax-smart management to get clients to the right portfolio by making the move to models less taxing.
55 Institutional Partners, LLC and its affiliates (“55ip”) is a registered investment adviser that offers access to the third-party strategies provided herein in addition to other services. BlackRock Fund Advisors (collectively with its affiliates, “BlackRock”) provides investment ideas in the form of model portfolios, to 55ip for use in the software offered herein. 55ip receives a service fee from BlackRock as consideration for the services 55ip provides its customers in relation to the BlackRock Model Portfolios. The BlackRock Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, personalized investment advice or a fiduciary investment recommendation from BlackRock or 55ip to any client of 55ip, and are intended for use only by 55ip customers, with other information, as a resource to help build a tailored portfolio or as an input in the development of investment advice from a Financial Advisor to its own clients and shall not be the sole or primary basis for a Financial Advisor. Financial Advisors are responsible for making their own independent fiduciary judgment as to how to specifically use the BlackRock Model Portfolios and/or whether to implement any trades for its designated clients. BlackRock does not have investment discretion over, or place trade orders for, any portfolios or accounts derived the BlackRock Model Portfolios. BlackRock is responsible for the methodology of the Model Portfolios; it is not responsible for determining the individual appropriateness or suitability of the BlackRock Model Portfolios or any of the securities included therein for any client of 55ip. Information and other marketing materials provided by BlackRock or 55ip concerning the BlackRock Model Portfolios including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the BlackRock Model Portfolios. Any performance shown for the BlackRock Model portfolios does not include brokerage fees, commissions, or any overlay fee for portfolio management, which would further reduce returns. There is no guarantee that any investment strategy will be successful or achieve any particular level of results. The BlackRock Model Portfolios themselves are illustrative, they are not funds and one cannot invest directly in the Model Portfolios. The BlackRock Model Portfolios, allocations, and data are subject to change.BlackRock and 55ip are not affiliated. BlackRock disclaims responsibility for any content provided by 55ip.
Carefully consider the BlackRock and iShares Funds within the model portfolios’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders.
The BlackRock and iShares Funds within the model portfolios are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC is a registered investment adviser.
© 2019 BlackRock. iSHARES and BLACKROCK are registered trademarks of BlackRock. All other marks are the property of their respective owners.