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 tax-loss harvesting service is available for an additional advisory fee. 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 information shown in these and the following materials is for illustrative purposes only and does not represent actual investment decisions.

55ip and its affiliates and employees do not provide tax, legal or accounting advice. The information contained herein has been provided for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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://www.55-ip.com/email-disclaimer/.

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55ip and Fidelity (“Strategy Provider”) are not affiliated. All trademarks appearing herein are owned by their respective organizations.

Investing involves risks, including possible loss of principal.

FOR INVESTMENT PROFESSIONAL USE ONLY – This login and all subsequent information contained within this website, screens and reports is for investment professional use only unless explicitly disclosed otherwise.

55ip makes investment strategies available on its platform, which the Financial Professional and/or client is responsible for selecting. 55ip does not create the investment strategies; instead, the strategies are provided by affiliated and unaffiliated investment advisors, as well as certain clients who choose to use their own strategies in certain circumstances.

55ip does not create nor is responsible for the content of third-party materials related to any investment strategy, whether these materials are found within the 55ip Advisor Portal or on an external third-party website. Disclosures specific to each investment strategy or Strategy Provider may be provided below or within the following pages and associated materials.

Strategy Provider Disclosures

Fidelity and 55ip are independent entities and are not affiliated. Fidelity is not involved in the services 55ip performs for Advisors but only provides the Fidelity Model Portfolios to 55ip. References to 55ip are in no way a recommendation or endorsement of 55ip or its services. Fidelity compensates 55ip for making our models available on its platform.

"Fidelity Investments" and/or "Fidelity" refers collectively to FMR LLC, a U.S. company, and its subsidiaries, including but not limited to Fidelity Management & Research Company LLC (FMR) and FIWA.

Fidelity Model Portfolios are provided to financial intermediaries (“Intermediary”) on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (“FIWA”), a registered investment adviser. Information about the Models may be provided by representatives of FIWA, or its broker-dealer affiliates Fidelity Distributors Company LLC (“FDC”), Fidelity Brokerage Services LLC (“FBS”), and/or National Financial Services LLC.

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