Take That, Capital Gains!

Take that, capital gains.

Moving your clients into models just got less taxing.1

*Hypothetical example for illustrative purposes only.

BlackRock and 55ip have partnered to bring you low cost, quality ETF model portfolios with:

  • Tax-managed trading to help minimize capital gains
  • Automated monthly tax loss harvesting
  • Client communications with commentaries and more

All at no additional cost to you and your clients.

How it works:

Choose a BlackRock ETF model for your client.
Select from classic allocation, ESG, multi-manager, income and more
Easily upload client portfolios.
55ip offers supported and secure integration to select custodians.
Enter your clients tax preferences.
55ip will manage taxes while trading the portfolio closer to your BlackRock model.

Visit 55ip to get started now.

Get started Get started

Contact us

Phone: 877-275-1255 (1-877-ASK-1BLK)

Have your BlackRock representative contact you