55ip, T. Rowe Price Partner on Tax-Optimized Model Portfolios
55ip, a subsidiary of J.P. Morgan, has expanded its investment platform through a new collaboration with T. Rowe Price, enabling advisors to build tax-efficient custom model portfolios.
The integration allows advisors to design and implement portfolios using T. Rowe Price strategies, powered by 55ip’s ActiveTax Technology. The platform supports tax-smart transitions, ongoing tax-loss harvesting and tax-aware withdrawal strategies, helping advisors optimize client outcomes on an after-tax basis.
“We believe combining T. Rowe Price’s custom models with 55ip’s tax technology creates a powerful solution that can strengthen advisors’ businesses and improve client outcomes after taxes,” said Mike Camp, Head of Client Solutions at 55ip.
The collaboration also includes joint distribution and servicing of the model portfolios, reflecting growing demand for integrated solutions that combine portfolio construction with tax management.
“Advisors serve a wide range of clients with distinct objectives and circumstances who benefit from customized investment solutions,” said Josh Horesh, Head of U.S. Model Portfolio Distribution at T. Rowe Price.
