Advisors are increasingly turning to model portfolios as a means of streamlining portfolio construction, driving consistency in client outcomes, and scaling their practices more efficiently. Rather than building portfolios from the ground up, model portfolios enable advisors to outsource the time-consuming and resource-intensive process of portfolio construction and management. As a result, model portfolios have shifted from a supplemental tool to a core component of the modern advisory toolkit, underpinning everything from asset allocation to rebalancing and ongoing client engagement.
In today’s crowded models marketplace, a provider’s ability to effectively distribute, sell, and service their offerings has become a critical determinant of outcomes. Securing placement on home office platforms with limited shelf space, equipping sales teams with the right structure and expertise to engage both home offices and individual advisors, and delivering a high-quality, technology-enabled client service experience are all essential components of a winning strategy. Model providers that align product innovation with a thoughtful distribution and service model will be best positioned to capture share in this rapidly evolving landscape.
In Part 3 of our whitepaper series, we explore how model providers are evolving sales strategies, distribution functions, and servicing models to stay relevant and uniquely competitive in a rapidly expanding space.
About the Authors
Kerri Heidemann
Director, Asset & Wealth Management
Kerri is a Director in Alpha’s North American Wealth Management segment. She has extensive experience in the model portfolios & managed accounts space.
Her experience includes working with leading asset managers to design and operationalize custom model portfolios and other managed account offerings. She has also worked with numerous wealth managers in building out their advisor experience and how they access products, including their underlying technology stacks and operating models.
Ben Frederickson
Manager, Asset & Wealth Management
Ben is a Manager within Alpha’s North American Asset & Wealth Management segment, with model portfolio experience spanning both time in industry and consulting.
While at Alpha, Ben has advised leading asset managers on their custom model portfolio strategies and helped a U.S-based asset manager develop a target operating model to bring a custom models offer to market. Prior to joining Alpha, Ben worked as a model portfolio specialist for a leading provider of traditional and custom model portfolios
Dennis Frank
Manager, Asset & Wealth Management
Dennis is a Manager within Alpha’s North American Asset & Wealth Management segment, with over eight years of experience across investment product development, forecasting, and go to market strategy.
His experience includes supporting asset managers’ product launches, advising firms operating models, and designing product entry strategies. Dennis has also led commercial strategy, distribution, and broader alignment for model and managed account offerings