55ip

55ip is a financial technology company purpose-built to break down barriers to financial progress. Our mission is to become the industry standard for personalized, tax-smart management at scale. Offering automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial services industry. Combined with transition services, integration, trading, and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors.

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.

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