Roy Ben-Joseph's Contact Details

Roy Ben-Joseph's Company Details

55ip

Boston, Massachusetts, US • 127 Employees
Financial Services

Automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial advisors. With leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTaxSM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes. If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://55-ip.com/email-disclaimer/.