Financial Planning Group Gains Access to 55ip’s Investment Platform and Tools to Deliver Custom, Branded Tax Managed Strategies to Their Clients

New York, Dec. 12, 2017 (GLOBE NEWSWIRE) -- 55ip (formerly known as 55 Institutional), a leading investment science and technology firm, and Northeast Planning Associates (NPA), a registered investment adviser based in New England, have entered into an agreement that gives NPA access to 55ip’s investment science, research and proprietary technology. 

Under the terms of the agreement, NPA will have access to a customized version of the 55ip Investment Platform, a proprietary technology that enables them to easily design personalized ETF portfolios and deliver customized strategies for clients. The 55ip Investment Platform includes access to the proprietary Strategy Builder and Tax Optimization tools.

The 55ip platform was designed and built by 55ip’s investment scientists, award-winning academic researchers and industry professionals. It allows an advisor to design new investment strategies or enhance existing strategies that strive for lower risk, taxes and fees, and allows advisors to offer its own clients greater transparency in how their portfolios are designed and managed. In addition, the 55ip tax optimization tool seeks to make tax optimization more accessible, easier to implement, and more effective than traditional methods.

“We admire NPA’s relationship-driven philosophy and we are delighted they have selected our technology platform to continue offering their clients the advantage of flexibility, transparency and power that our tools offer,” said Paul Gamble, CEO of 55ip. “NPA continues to help clients manage through this dynamic marketplace by providing personalized investment strategies for their clients  We are honored to be working with them.”

“NPA’s team not only has the edge of our palate of technology tools and algorithmic features, they also have access to 55ip’s brain trust of research partners, award-winning academic thinkers and macro advisors,” said 55ip Founder and Chairman Dr. Vinay Nair. “Our tools give each NPA advisor the flexibility of using different approaches to create personalized portfolios that seek to reduce fees, taxes and risk.”

“The reason we have a 50-year track record is we know relationships with our clients are the most important ingredient for success,” said Edward C. Hiers, NPA’s Founder and CEO. “55ip’s technology and investment strategies allows us to customize and create portfolios that strive for tax-optimization and risk adversity, according to the needs and situations of individual clients in a very precise, transparent and flexible way.”

About 55ip
55ip is a leading investment science and technology firm based in New York City and Boston and founded in 2015. Its team of prominent academic researchers, investment experts and financial technology professionals have developed proprietary technology and methodologies that enable financial advisors and wealth managers the ability to deliver better outcomes for clients. 55ip’s services include helping partner firms design investment strategies, educate clients, and streamline management of portfolios of ETFs and other passive building blocks. The firm’s tax technology makes tax optimization more accessible, easier to implement and more effective than traditional methods to deliver better after-tax returns for investors. All advisory services are provided by 55I, LLC. 55ip does not guarantee future results. More information is available at  

About National Planning Associates
Established in 1958 with offices throughout New England, Northeast Planning Associates, Inc. encompasses more than 75 financial Advisors and a growing number of integrated partners including certified public accountants, attorneys and financial institutions. NPA advisors benefit from expanded resources that allow them to better serve their clients. NPA is dedicated to building lasting relationships with its team of financial advisors and their loyal clients.  More information is available at Advisory services offered through Northeast Planning Associates, Inc. (NPA), a registered investment advisor. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. NPA, LPL Financial, and 55ip are not affiliated.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. No strategy assures success or protects against loss. Investing involves risk including loss of principal. 17-437

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