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. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The tax-loss harvesting service is available for an additional advisory fee. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The information shown in these and the following materials is for illustrative purposes only and does not represent actual investment decisions.

55ip and its affiliates and employees do not provide tax, legal or accounting advice. The information contained herein has been provided for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/.

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55ip and WisdomTree (“Strategy Provider”) are not affiliated. All trademarks appearing herein are owned by their respective organizations.

Investing involves risks, including possible loss of principal.

FOR INVESTMENT PROFESSIONAL USE ONLY – This login and all subsequent information contained within this website, screens and reports is for investment professional use only unless explicitly disclosed otherwise.

55ip makes investment strategies available on its platform, which the Financial Professional and/or client is responsible for selecting. 55ip does not create the investment strategies; instead, the strategies are provided by affiliated and unaffiliated investment advisors, as well as certain clients who choose to use their own strategies in certain circumstances.

55ip does not create nor is responsible for the content of third-party materials related to any investment strategy, whether these materials are found within the 55ip Advisor Portal or on an external third-party website. Disclosures specific to each investment strategy or Strategy Provider may be provided below or within the following pages and associated materials.

Strategy Provider Disclosures

Investors and their advisors should consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio carefully before investing. A prospectus containing this and other information is available by calling 866.909.9473 with respect to WisdomTree ETFs or call the number of the ETF sponsor listed on the back of a non-WisdomTree Funds’ prospectus. WisdomTree Asset Management does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. Investors should read the prospectus carefully before investing.

There are risks involved with investing, including the possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks.

Past performance does not guarantee future results. You cannot invest directly in an index.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only. Foreside Fund Services, LLC, is not affiliated with the other entities mentioned.

WisdomTree is providing model portfolio information to 55ip pursuant to a license and related agreement with 55ip. WisdomTree model portfolio information is designed to be used by 55ip and financial advisors solely as an educational resource, along with other potential resources 55ip and advisors may consider, in providing services to their end clients. Model portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice, nor should any model portfolio information be considered or relied upon as investment advice, research or as a recommendation from WisdomTree (or Dr. Siegel, whereby he shall be deemed to be included in all references herein to WisdomTree), including regarding the use or suitability of any model portfolio, any particular security or any particular strategy. In providing model portfolio information, WisdomTree is not acting and has not agreed to act in an investment advisory, fiduciary or quasi-fiduciary capacity to 55ip, any advisor or end client, and has no responsibility in connection therewith, and is not providing individualized investment advice to 55ip, any advisor or end client, including based on or tailored to the circumstance of 55ip, any advisor or end client. The WisdomTree model portfolio information is provided “as is,” without warranty of any kind, express or implied. WisdomTree is not responsible for determining the securities to be purchased, held and/or sold for or by 55ip, any advisor or end client accounts, nor is WisdomTree responsible for determining the suitability or appropriateness of a model portfolio or any securities included therein for any third party, including end clients. 55ip and advisors are solely responsible for making investment recommendations and/or decisions with respect to their clients, including an end client, and should consider the end client’s individual financial circumstances, investment time frame, risk tolerance level and investment goals in determining the appropriateness of a particular investment or strategy, without input from WisdomTree. Using an asset allocation strategy does not ensure a profit or protect against loss or market risk, and diversification does not eliminate the risks of experiencing investment losses or experiencing volatility of returns. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. WisdomTree primarily uses WisdomTree ETFs in the model portfolios unless there is no WisdomTree ETF that is consistent with the desired asset allocation or model portfolio strategy. The WisdomTree model portfolios, allocations, and data are subject to change. Information concerning the WisdomTree model portfolios, including allocations, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the WisdomTree model portfolios using 55ip’s technology or otherwise.

There is an overlay fee when using a WisdomTree model portfolio in connection with 55ip’s technology and WisdomTree is paying a portion of that fee to 55ip which advisors would otherwise be required to pay. There is no assurance that such payments by WisdomTree will continue. Additional fees, including underlying fees to implement trading in transitioning a portfolio, may apply. Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences.

WisdomTree and 55ip are not affiliated. WisdomTree has not reviewed or otherwise provided any content on 55ip’s website or for other materials created by 55ip, other than information about WisdomTree, and makes no representations, warranties or endorsements regarding such content or 55ip (including 55ip’s tax management technology) and disclaims any responsibility associated therewith.