Natixis Advisors: Customized Portfolio Management Solutions


In an increasingly competitive investment landscape, demand for customized portfolios is growing, along with concerns about taxes and fees. Natixis Advisors brings a unique combination of investment analysis, practical experience, and implementation expertise to the challenges of building and managing custom solutions.

  • Expertise in large discretionary asset pools
  • More than 15 years of multi-asset portfolio experience
  • More than 60 full-time associates including 33 investment professionals and 16 CFAs
  • Industry-leading overlay and tax management capabilities
  • 8,500 distinct clients across intermediaries and institutions

Capabilities


Team

Sean Kane

Managing Director
Natixis Advisors

Full Bio

Stewart Martin

Senior Vice President, Managing Regional Director
Natixis Advisors

Full Bio

To learn more about Natixis Advisors please contact your sales representative.

Call 800-862-4863

Investment Analysis and Portfolio Design

Analysis and insight for better portfolio construction – Natixis Portfolio Clarity® is the portfolio consulting service of Natixis Investment Managers.

Custom Index-Based Solutions

Active Index Advisors® (AIA) brings indexing to the next level, with tax-managed separate accounts that can be customized to address specific investment objectives.

Integrated Portfolio Implementation®

Managed Portfolio Advisors® provides overlay management solutions that combine separately managed accounts, mutual funds, ETFs, and other vehicles across asset classes into a single account or portfolio.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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