“At 55ip, our purpose is to break down barriers to financial progress. For many investors, taxes are getting in the way of transitioning to the right portfolio. Partnering with leading strategists like RiverFront gives advisors the tools they need to overcome that challenge. Advisors using 55ip have driven broader usage of models, with approximately double the assets in taxable accounts in models compared to incumbent platforms,” said Paul Gamble , CEO of 55ip. “In addition, they’re also saving time through intelligent automation and helping to drive better outcomes through tax-smart management, which is becoming increasingly compelling in a volatile market environment.
ABOUT RIVERFRONT: RiverFront Investment Group is a global asset manager focused on Process over Prediction — a dynamic investment approach driven by a systematic, repeatable methodology. The firm provides flexible, risk-managed solutions for a range of investment objectives and risk tolerances. RiverFront is affiliated with Robert W. Baird & Co. Incorporated (“Baird”), member FINRA/SIPC, from its minority ownership interest in RiverFront. RiverFront is owned primarily by its employees through RiverFront Investment Holding Group, LLC, the holding company for RiverFront. Baird Financial Corporation (BFC) is a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront. BFC is the parent company of Robert W. Baird & Co. Incorporated, a registered broker/dealer and investment adviser. Learn more at riverfrontig.com
ABOUT 55IP: 55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, management, and withdrawals.
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.
RiverFront Investment Group: Dorian Langlais | Rally Point Media Strategist | email@example.com | Ph 862-368-1011
55ip: Marissa Comerford | Gregory FCA | 55ip@GregoryFCA.com | Ph 610-228-2104