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  • First, select the J.P. Morgan Model that best aligns with your client’s goals.
  • Next, upload your client’s current portfolio and create a customized transition plan using 55ip’s tax technology and easy-to-understand client proposals.
  • 55ip will then facilitate a tax-managed transition to the new model over time and within your client’s custom parameters.
  • You will receive ongoing automated tax management and clearly illustrated client reporting.
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55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management.
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