ZERO strategies
0.00%
E6 strategy wrap fee
Includes Factor ZERO endpoints plus eligible ZERO, 529, Special Needs, and Cash strategy roles.
Built for independent advisors
The open-architecture TAMP built around your practice.
Investment management, tax-aware implementation, trading, billing, and reporting across the custodians and strategies you already use—delivered under your brand and supported by an experienced team.
For RIAs, hybrid firms, financial institutions, and family offices.
E6 operating architecture
Your practice, connected
Aligned
01Your brand
02Your custodian
03Your investment view
InvestChoice
OperateScale
DeliverClarity
0.00% ZERO strategies
100% advisor payout*
Open architecture
White-label delivery
Advisor economics
Lead with ZERO. Preserve the advisor fee.
The economic story is a product feature—not a footnote. E6 separates the advisor's value from portfolio and platform costs so each layer can be explained clearly.
Explore the ZERO modelsAdvisor payout
100%
Of the advisor-set advisory fee*
Preserve the economics of the advice relationship while using E6 for investment management and operating infrastructure.
*“100% payout” refers only to the Primary Advisor retaining the separately established advisory fee where the applicable relationship agreement provides for that arrangement. It is not a broker-dealer commission payout and does not eliminate E6 strategy wrap fees, TLO+ fees, advisor-paid platform charges, custody costs, underlying investment expenses, or other applicable charges. Client-charged E6 administration fees generally do not apply to ZERO strategy accounts, unless the applicable agreement provides otherwise; the Primary Advisor may pay E6 separately for platform services.
The E6 platform
One platform. Fewer compromises.
E6 connects investment choice with the operational infrastructure required to deliver it—so your firm can scale without surrendering its identity or judgment.
01
Investment management
Build across index, factor, individual-security, and private-market strategies without forcing every client into one investment philosophy.
Models · SMAs · Alternatives
02
Tax-aware implementation
Transition legacy portfolios thoughtfully, set gain budgets, and keep taxes visible throughout the investment process.
Transition · Harvesting · Restrictions
03
Advisor operations
Coordinate trading, billing, reporting, and day-to-day service through one experienced team and a unified workflow.
Trading · Billing · Reporting
Advisor control
Configure the relationship
DelegateCollaborateCustomize
Outsourced
E6 runs the mandate
Guided
Shared construction
Bespoke
Your process, enabled
Control without complexity
Your investment process should look like yours.
Outsource the entire investment function, collaborate on a curated shelf, or preserve your own models. E6 is designed to meet your firm at the right point on that spectrum.
- Use preferred custodians
- Retain brand ownership
- Apply household-level controls
- Access an experienced service team
Investment solutions
A shelf built for real client portfolios.
Zero management fee
ZERO Strategies
ZERO, 529, Special Needs, and Cash strategies built for portfolio roles where eliminating the E6 strategy wrap fee matters.
0.00%
E6 strategy wrap fee
Open architecture
Third-Party Static
Diversified, rules-based third-party allocations with periodic rebalancing through the E6 platform.
0.12%
Strategy wrap fee
E6 managed
E6 Strategies
Strategies designed and managed by E6 across multiple objectives and risk profiles.
0.28%
Strategy wrap fee
Tax-aware / dynamic
Daily TLH & Dynamic
Individual-security, active-allocation, and higher-turnover strategies requiring more frequent monitoring.
0.38%
Strategy wrap fee
Annual strategy wrap fee categories shown reflect E6's Investment Strategies brochure dated March 27, 2026. Additional advisor, platform, custody, fund, transaction, tax, or other expenses may apply.
Performance resources: controlled access
Tax & transition
Implementation is part of the investment decision.
E6 helps advisors move from a legacy portfolio to a target strategy with visibility into taxes, concentrated positions, and client-specific constraints.
Analyze
Map current holdings and embedded gains.
Transition
Stage trades around a defined tax budget.
Optimize
Monitor harvesting and account restrictions.
Account-level controls
Transition workspace
Legacy positionsMapped
Gain budgetApplied
RestrictionsHonored
Tax opportunitiesMonitored
Client engagement
Turn portfolio questions into a useful conversation.
Give investors a practical way to understand their risk, compare it with the portfolio they own, or request a more complete statement-based second opinion.
Open Portfolio CheckupIndividual or couple
Risk alignment
Compare personal risk tolerance with the risk characteristics of a current portfolio.
Statement-based review
Portfolio second opinion
Examine costs, conflicts, taxes, performance, diversification, and risk in context.
Affiliated alternatives
Alternative capabilities through MHL TAMP.
In appropriate relationships, E6 and the Primary Advisor can make strategies or subadvisory services from affiliated MHL TAMP available alongside—not through—the open-architecture E6 platform, under separate disclosure documents and agreements.
MHL TAMP · affiliated adviser
Private-market strategies
Private credit
Real assets
Structured opportunities
MHL TAMP is the investment-advisory capacity of M. H. LeBlang, Inc. and is affiliated with E6 through common ownership and control. This creates a conflict of interest. Use is optional, separately disclosed, and subject to diligence, eligibility, suitability, liquidity, fees, and the applicable agreements.
Discuss alternative capabilitiesThe eVision ecosystem
Connected where useful. Separate where required.
E6 is the investment-management and TAMP platform within a broader advisor ecosystem spanning planning, affiliation, brokerage, and specialized investment capabilities. Advisors can use the combination that fits their practice.
Investment platform
E6 Portfolios
Open-architecture investment management, tax-aware implementation, trading, billing, reporting, and white-label advisor operations.
ZERO models
Strategy shelf
TLO+
Advisor operations
Planning
TomiPlan
Planning, education, and professional services delivered under the applicable TomiPlan engagement.
RIA affiliation
Everspire / Aegis
An affiliated registered investment adviser for advisors seeking an RIA affiliation model.
Broker-dealer
MHL Investments
Affiliated securities capabilities through a FINRA and SIPC member broker-dealer.
Specialized investment adviser
MHL TAMP
Affiliated strategies, subadvisory services, and alternative investment capabilities where appropriate.
eVision is used here as an ecosystem or platform name, not as a substitute for the legal entity providing a regulated service. Services are offered only by the identified firm under the applicable agreements. Affiliated relationships create conflicts of interest; E6's open architecture does not require use of an affiliated provider. See disclosures.
Why E6
Infrastructure with an advisor's point of view.
Built for advice businesses
Workflows begin with the advisor-client relationship, not a proprietary product shelf.
Open where it matters
Choose the custody, strategy, and degree of customization appropriate for your firm.
Human where it counts
A service team helps your people navigate transitions, exceptions, and ongoing operations.
Getting started
A measured path from evaluation to operation.
01
Discover
Map your firm, client segments, custody relationships, and current investment process.
02
Design
Select the strategies, controls, service model, and branding that fit your practice.
03
Transition
Coordinate account-level analysis, implementation, and communication with your team.
04
Operate
Run ongoing trading, billing, reporting, and service through a single operating rhythm.