Harness the benefits of tax advantaged SMA solutions

Tax-advantaged solutions encompass a spectrum of strategies designed to maximize after-tax returns while maintaining desired market exposure. At the core is direct indexing— separately managed accounts (SMAs) that provide direct access to the underlying securities, typically equities, in an index-like solution.

Investor benefits

• Actively minimize tax impacts through a powerful combination of frequent monitoring, rebalancing and year-round tax-loss harvesting opportunities
• Create a highly personalized portfolio with customization capabilities tailored to individual investor preferences
• Manage tax-optimized portfolio transitions and tax-neutral sell down programs for concentrated positions
• Access streamlined technological support and management efficiencies for both advisors and their clients
• Enhances tax efficiency ahead of a major liquidity event, helping investors minimize tax impact and accelerate capital loss generation¹

A combined approach to direct indexing

• We offer a variety of highly personalized direct indexing solutions that incorporate equity and fixed income portfolios into a single solution on a common platform designed specifically with the needs of financial professionals in mind.
• Direct indexing creates optionality for an investor, and we believe the ability to include multiple asset classes within a single custodian account provides a holistic portfolio management solution tailored to individual preferences while strategically minimizing tax liabilities, as well as providing more efficient ongoing reporting capabilities around performance, holdings and portfolio transition management.