Modelist Inc. is a registered investment advisor that provides non-discretionary investment advice, proprietary model portfolios, and research subscription services to financial institutions, other registered investment advisors, and institutional clients. Modelist Inc. does not directly manage money for individual retail clients, nor does it have trading authority over individual accounts. Instead, Modelist Inc. partners with platforms and other financial advisors to deliver investment models, market research, and portfolio strategies. The firm specializes in quantitative analysis, modern portfolio theory, and technical analysis, offering strategies that include long-term trading, short-term trading, margin transactions, and options. Modelist Inc. is led by Joseph Mallen and Kent Peterson and operates out of Excelsior, Minnesota.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.