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Investment solutions

Investment architecture without a house view.

Combine E6 portfolios, third-party managers, and your own investment process in an implementation designed around each client.

Open architectureMultiple risk levelsTax-aware

Interactive model explorer

E6 and MHL TAMP models, without the iframe wall.

Compare E6 Factor ZERO and Efficient Markets endpoints with affiliated MHL TAMP Fundamental models. The workspace loads one interactive report at a time for a faster, more focused review.

Read the performance and fee disclosures

Professional-use model data

Review the models in one focused workspace.

Select among E6 and affiliated MHL TAMP models without loading a long stack of reports.

Advisor audience acknowledgment

This area contains model or hypothetical performance and is intended for financial professionals with the resources and expertise to evaluate its assumptions, fees, risks, and limitations. It is not individualized advice or an offer to buy or sell a security.

  • Model results are not client results
  • Actual accounts will differ
  • Fees and taxes reduce returns
  • Underlying assumptions matter

Continuing confirms that you are reviewing these materials in a professional due-diligence capacity.

Representative lineup

Find the right portfolio role.

Start with the client objective—not the product label. The public catalog below describes portfolio roles and implementation choices; detailed performance and offering materials are available to the appropriate audience.

Zero management fee

0.00%

Strategy wrap fee

ZERO Strategies

E6-managed ZERO, 529, Special Needs, and Cash strategies designed to remove the E6 strategy wrap fee from selected portfolio roles.

Typical role
Fee-sensitive portfolio roles
Implementation
Model portfolio
  • E6 fee: 0.00%
  • Multiple account needs
  • Advisor fee separate
Static allocation

0.12%

Strategy wrap fee

Third-Party Static

Diversified, rules-based allocations from third-party model providers with periodic rebalancing through the E6 platform.

Typical role
Third-party strategic core
Implementation
Model portfolio
  • Third-party models
  • Rules-based
  • Periodic rebalancing
E6 managed

0.28%

Strategy wrap fee

E6 Strategies

Strategies designed and managed by E6 for advisors seeking an internally managed portfolio shelf across multiple objectives.

Typical role
E6-managed allocation
Implementation
Model portfolio
  • E6 designed
  • Multiple risk levels
  • Ongoing monitoring
Dynamic implementation

0.38%

Strategy wrap fee

Daily TLH / Dynamic

Daily tax-loss-harvesting optimized or third-party dynamic strategies using individual securities, active allocation, or higher turnover.

Typical role
Tax-aware or dynamic mandate
Implementation
Managed account
  • Individual securities
  • Active allocation
  • Frequent monitoring

Need performance, holdings, or manager diligence?

Detailed strategy materials are provided through controlled advisor access so E6 can confirm the audience, date, and disclosures that apply.

Request advisor access

Portfolio construction

Build from the role up.

E6 helps connect each allocation to a clear job inside the portfolio, then coordinates the account-level implementation.

Investment solution roles and implementation formats
Portfolio needPrimary approachImplementation
Strategic coreMarketwide or factorModel portfolio
Tax customizationIndividual securitiesSeparately managed account
Legacy transitionStaged migrationCustomized account
Alternative exposurePrivate-market opportunityEligibility-based access

Fit before product

Design a lineup around the clients you actually serve.

Discuss your lineupExplore tax & transition

Strategy availability, fees, account minimums, and implementation options are subject to change and may vary by custodian, account type, and client circumstances. Private investments involve substantial risk, limited liquidity, and eligibility requirements.