Model Capital Management works with advisors and asset managers in a numbers of ways:
Our investment strategies are available on these advisor platforms:
- Charles Schwab Advisor Center,
- Trust Company of America,
- Envestnet (legacy Placemark only),
- Jefferson National, and
- Model Capital Services
- Some managers use our signals as an Overlay to enhance their asset allocation and to implement downside protection. This video provides an example of how one client presents it:
- Model Capital also enters into sub-advisor agreements with RIAs 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 investment advisor registered in Massachusetts. All trademarks are property of their respective owners.