How to Invest

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

Our investment strategies are available on these advisor platforms:

  • AssetMark,
  • Charles Schwab Advisor Center,
  • Trust Company of America,
  • Envestnet (legacy Placemark only),
  • Jefferson National, and
  • Model Capital Services

TCA logoSchwab Advisor Center image Placemark Jefferson National logo







  • 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:

Tactical management overlay - downside protection


  • 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.

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