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WisdomTree Portfolio Solutions Information Sessions
Gain a practical view from WisdomTree experts in concise, 15-minute sessions on how institutional insights and personalized strategies can be applied to build, customize, and manage portfolios—supporting more consistent and meaningful client outcomes.
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For LPL Financial Professional Use Only - not for use with Retail Clients or the General Public.
There are risks involved with investing, including possible loss of principal. Using an asset allocation strategy does not ensure a profit or protect against loss.
Financial Advisors: WisdomTree pays certain brokerage and financial services firms in connection with WisdomTree Funds being made available commission-free, without transaction fees, for data, for access to the firm or its advisors and/or for other reasons. Please ask your financial advisor if their firm has any such arrangements with WisdomTree. Arrangements between any brokerage and financial services firms and WisdomTree should not be considered a recommendation or endorsement by WisdomTree to use any such firm or any financial advisor associated with such firm.
Investors should consider the investment objectives, risks, charges and expenses of the funds included in any model portfolio carefully before investing. For a prospectus or, if available, the summary prospectus containing this and other important information about the fund, visit each fund family’s website. Read the prospectus or, if available, the summary prospectus carefully before investing.
WisdomTree primarily uses its own funds in the Model Portfolios unless there is no WisdomTree Fund that is consistent with the desired asset allocation or strategy. As a result, the Model Portfolios are expected to include a substantial portion of WisdomTree Funds notwithstanding that there may be a similar fund with a higher rating, lower fees and expenses, or substantially better performance. WisdomTree and its affiliates will indirectly benefit from investments made based on the Model Portfolios through fees paid by the WisdomTree Funds.
Jeremy Siegel serves as Senior Economist to WisdomTree, Inc., and its subsidiary, WisdomTree Asset Management, Inc. (‘WTAM’ or ‘WisdomTree’). He serves on the Model Portfolio Investment Committee for the Siegel WisdomTree Model Portfolios of WisdomTree, which develops and rebalances WisdomTree's Model Portfolios. In serving as an advisor to WisdomTree in such roles, Mr. Siegel is not attempting to meet the objectives of any person, does not express opinions as to the investment merits of any particular securities and is not undertaking to provide and does not provide any individualized or personalized advice attuned or tailored to the concerns of any person.
References to CIO (Chief Investment Officer), “CIO-Managed”, “Shared CIO” are meant as general references to WisdomTree Model Portfolio subscriptions, consultation regarding WisdomTree Model Portfolios, and WisdomTree Model Portfolios that may be customized to firm-specific objectives or unique firm-specific investment needs (“custom model portfolios”), and WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity in connection therewith. Such material, and any assistance provided as described herein, including portfolio construction, WisdomTree Model Portfolios, custom model portfolios, asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) are (i) for information only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice, (ii) not personalized investment advice or an investment recommendation from WisdomTree, and (iii) intended for use only by a financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use such information.
This material has been prepared by WisdomTree Asset Management for use by Financial Advisors.
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