SMA Inception Date: 04/2017
Objective: Seeks to provide a pre-tax return similar to the S&P Global Index, while outperforming on an after-tax basis.
- For a smarter way to index
- To transition, unwind, or diversify portfolio positions
- To plan for a future taxable event
- The strategy focuses on maximizing after-tax wealth by applying active tax management to an index-based separately managed account. Every account is unique and can be customized.
- The managers use a proprietary stratified sampling methodology to represent the index with a subset of stocks.
- Owning the stocks directly offers the ability to accrue current losses that can be used to offset capital gains from other portfolio investments, now or in future years.
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