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/.

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance.

55ip and RiverFront (“Strategy Provider”) are not affiliated. 55ip and Baird ("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

Robert W. Baird & Co. Incorporated (“Baird”) and RiverFront Investment Group, LLC ("RiverFront") provide investment ideas in the form of model portfolios to 55ip for use in the software and services offered herein. 55ip receives a service fee as consideration for the services 55ip provides its customers in relation to the Baird Model Portfolios and RiverFront Model Portfolios – (altogether, “Model Portfolios”). Additionally, 55ip receives platform integration, model set up and maintenance and initial configuration fees from Baird and RiverFront. The Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, personalized investment advice or a fiduciary investment recommendation from Baird, RiverFront or 55ip to any client of 55ip, and are intended for use only by 55ip clients, with other information, as a resource to help build a tailored portfolio or as an input in the development of investment advice from a Financial Professional to their own clients and shall not be the sole or primary basis for a Financial Professional’s provision of financial advice. Financial Professionals are responsible for making their own independent fiduciary judgment as to how to specifically use the Baird and RiverFront Model Portfolios. Neither Baird nor RiverFront have investment discretion to place trade orders for, any portfolios or accounts derived from the Model Portfolios.

Baird and RiverFront are responsible for the methodology of their respective Model Portfolios. However, 55ip is not responsible for determining the individual appropriateness or suitability of the Model Portfolios or any of the securities included therein for any client of Baird. Information and other marketing materials provided by Baird or RiverFront concerning the Model Portfolios, including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the Model Portfolios. There is no guarantee that any investment strategy will be successful or achieve any particular level of results. The Model Portfolios themselves are illustrative, they are not funds and one cannot invest directly in the Model Portfolios. The Model Portfolios, allocations, and data are subject to change. Baird and RiverFront are affiliated entities as a result of common indirect ownership by Baird Financial Corporation (BFC), the parent company of Baird. However, neither Baird nor Riverfront are affiliates of 55ip. Baird and RiverFront disclaim responsibility for any content provided by 55ip.

RiverFront Investment Group, LLC ("RiverFront"), is a registered investment adviser with the Securities and Exchange Commission (SEC). Baird is registered with the SEC as a broker-dealer and as an investment adviser. Registration as an investment adviser does not imply any level of skill or expertise. Any discussion of specific securities is provided for informational purposes only and should not be deemed as investment advice or a recommendation to buy or sell any individual security mentioned. RiverFront is owned primarily by its employees through RiverFront Investment Holding Group, LLC, the holding company for RiverFront. BFC, the parent company of Baird, is a minority owner of RiverFront Investment Holding Group, LLC and therefore an indirect owner of RiverFront. BFC is the parent company of Baird, a registered broker/dealer and investment adviser.

To review other risks and more information about RiverFront or Baird, including for copies of each firm's Form ADV Part 2A please visit To review other risks and more information about RiverFront or Baird, including for copies of each firm's Form ADV Part 2A please visit www.riverfrontig.com. and bairdwealth.com/retailinvestor. and bairdwealth.com/retail investor.

55ip does not create the Model Portfolios; instead, the Model Portfolios are provided by Baird and RiverFront. While 55ip makes the Model Portfolios available on its platform, the Model Portfolios are selected by the Financial Professional or client of Baird, as applicable. While 55ip makes these Model Portfolios available on its platform, the Financial Professional and/or client is responsible for selecting the Model Portfolio.