*For financial professional use only.
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.
For Financial Professional Use Only. Not for Use with the General Public.
This information on this website is for general information purposes only. It is not intended as personal financial or investment advice and should not be construed or relied on as such. No information contained within this website should be construed or relied upon as providing recommendations in relation to any financial product or investment strategy.
Any subsequent communication with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
The historical results portrayed are hypothetical and based on back-tested investment returns of similar indices and 55ip proprietary strategies. These historical returns have been computed by 55ip based on allocations mandated by the user's selection. Historical (or model) performance results have certain inherent limitations. Unlike an actual performance record, such results do not represent actual trading and accordingly, may have under- or over-compensated for the impact, if any, of certain market factors, such as market disruptions and lack of liquidity. In addition, hypothetical trading does not involve financial risk and no hypothetical investment record can completely account for the impact of financial risk in actual trading (for example, the ability to adhere to a particular trading program in spite of trading losses). Results generated by the custom portfolio module may differ from standard strategy output given changes to the 55ip research model.
55ip does not provide tax, legal or accounting advice. This material has been prepared 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.
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 advisor. 55ip is part of J.P. Morgan Asset Management. Such registration does not imply a certain level of skill or training. 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.