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For advisors running sophisticated balance sheets, MHL TAMP—administered through E6 Portfolios—offers advanced accredited model suites and custom implementations built for higher complexity, tax sensitivity, and concentrated-wealth planning.
Institutional Process-Driven/Endowment Model Asset Allocation, with the tools for advisors to meet the unique needs and time horizons of each family.
Our portfolios are built through a repeatable, fiduciary-first process designed to be explainable in client meetings and practical to implement at scale. We start with role-based building blocks (return-seeking growth, diversifiers, and income/defensive sleeves), then construct diversified allocations intended to balance expected return, drawdown risk, and liquidity constraints. Each model is designed with explicit use-cases (core, satellite, or outcome-oriented) and is monitored continuously with disciplined rebalancing and manager/vehicle replacement standards.
Where strategies incorporate private or alternative exposures, we size allocations using liquidity and reporting realities (gates, redemption windows, valuation lags) and maintain guidelines to avoid over-concentration in any single manager, vehicle, or risk factor. We prioritize lowest available cost share classes and transparent implementation, and we document changes so advisors can communicate “what changed and why.”
Low-cost, transparent, diversified private securities and alternative solutions (fee-only) available at your current custodian with a simple letter of authorization (LOA). BYO billing and reporting, or let E6 Portfolios do the heavy lifting at no additional cost:
Tax‑alpha custom allocations: planning-integrated solutions that may include Opportunity Zone (OZ) strategies, 1031 exchanges, investments with IDC deductions, accelerated depreciation, and other tax‑advantaged structures—implemented case‑by‑case alongside the client’s financial advisor and CPA/attorney professional team.
Optional add‑ons (not included in displayed performance unless explicitly stated): TLO+ (0.20%) and Altruist tax loss harvesting (0.10%). Lowest available cost share classes are used where applicable; underlying vehicle expenses, trading costs, and sponsor-level fees may apply.