E6 Portfolios

Who it helps:

RIAs and advisor teams that want turnkey portfolio management behind their own brand while remaining the primary client-facing relationship.

What it does:

Provides discretionary model-based portfolio management with trading, rebalancing, reporting, billing support, and platform administration through the Primary Advisor relationship.

Services:

• Risk-based and goal-based model portfolios
• Trade execution
• Drift management and ongoing portfolio oversight
• Client reporting
• Wrap-program administration
• Strategy-based discretionary implementation through the Primary Advisor relationship
• Optional TLO+ for household-level tax-loss harvesting and asset location

Why it is different:

E6 is the public-markets engine behind the advisor. The advisor keeps the brand front and center while E6 handles the investment infrastructure with precision and consistency.