How to Access

Model Capital Management works with advisors and wealth managers in a numbers of ways:

Our investment strategies are available on these digital platforms:

  • AssetMark
  • Envestnet – please check if we’re approved by your BD
  • Charles Schwab Advisor Center
  • E-Trade Advisor (formerly The Trust Company/ TCA)
  • Interactive Brokers
  • Model Capital Services
  • Model Capital also enters into sub-advisor agreements with RIAs, wealth managers and other investment firms who are interested in offering our tactical strategies to their clients as separately-managed accounts (SMA) or private-label strategies.

Please contact us to find an investment option that suits you, or if you have any questions.

Important Notices:  Advisory services are offered through Model Capital Management LLC, an SEC-registered investment advisor.  All trademarks are property of their respective owners.

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