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Webinar replay

Enhancing direct indexing with Tax Advantaged Long/Short SMA Strategies

Erkko Etula
CEO and Chief Investment Officer, Brooklyn Investment Group
Katrina DiFiglia
Portfolio Strategist
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While traditional tax-loss harvesting can be a very effective tool for most portfolios, there are client situations that warrant more powerful tools. Learn how advisors are using Tax Advantaged Long/Short SMA strategies to help clients:

Date recorded: September 4, 2025
Speakers: Erkko Etula, Katrina DiFiglia

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