RiverFront

55ip and RiverFront Investment Group Roll Out Tax Managed Portfolios to Baird Financial Advisors

Retrieved on: 
Wednesday, November 3, 2021

Increasing demand from advisors and their clients has spurred 55ip to expand its partnership with RiverFront Investment Group (RiverFront).

Key Points: 
  • Increasing demand from advisors and their clients has spurred 55ip to expand its partnership with RiverFront Investment Group (RiverFront).
  • Baird Financial Corporation (BFC) is a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront.
  • RiverFront Investment Group, LLC (RiverFront) provides investment ideas in the form of model portfolios, to 55ip for use in the software offered herein.
  • Baird Financial Corporation (BFC) is a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront.