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Summary of Models
Envestnet RIA Marketplace
The Envestnet RIA Marketplace is a newly created program that offers advisors a low-cost managed account solution. It was built to allow
you to expand your investment capabilities through access to third-party money managers. Ultimately, it assists you in delivering personalized
portfolio management that aligns with your clients' evolving financial goals and expectations.
Advisors can access a suite of nearly 200 Fund Strategist Programs (FSPs) from BlackRock, Fidelity®,
Franklin Templeton, State Street Global
Advisors, and Envestnet | PMC. And even better, Envestnet | Tamarac clients gain access to FSPs at zero platform fee.*
See below for a summary of models available.
Please reach out to RIASales@envestnet.com to learn more.
Envestnet is providing this endorsement in connection with a strategic partnership we have entered into with BlackRock, SSGA, Fidelity, and the affiliated
registered investment advisers of Franklin Templeton (each a "Premier Partner"). The Premier Partners will pay Envestnet compensation for this
endorsement, which creates an incentive for Envestnet to recommend Premier Partners to you, resulting in a material conflict of interest for Envestnet. For
more information regarding the Premier Partner compensation to Envestnet and related conflicts, please see Envestnet's Form ADV Part 2A.
https://www.envestnet.com/sites/default/files/2022-12/EAM-ADV-Part2A.pdf
Manager Firm Name Investment Suite
BlackRock Investment Management, LLC Global Allocation Selects Portfolios (5)
Global Allocation Selects Tax-Aware Portfolios (4)
Multi-Asset Income Portfolios (4)
Multi-Asset Income Tax-Aware Portfolios (4)
Target Allocation ESG Portfolios (4)
Target Allocation ETF Portfolios (11)
Target Allocation Tax-Aware EFT Portfolios (11)
Target Allocation Tax-Aware Multi-Manager with Alts (5)
Target Allocation Multi-Manager with Alts Strategy (5)
Franklin Templeton Private Portfolio
Group, LLC
Core Multi-Manager Portfolios (7)
Multi-Manager Rising Rates Defense (1)
Multi-Manager Dynamic Income Portfolios (4)
