Overlay Management Solutions

Discover the Value of Overlay Management
For advisors, managers and institutional clients focused on harmonizing their separate accounts, we offer a wide range of managed account options to address unique tax considerations, portfolio implementation concerns and customized plan requirements.

Our managed accounts division, Managed Portfolio Advisors® (MPA) is an acknowledged pioneer in overlay management, with specialized expertise spanning integrated portfolio management, asset services, tax management and factor portfolios. MPA delivers solutions customized to clients’ unique specifications, harnessing a combination of sophisticated technology and deep investment experience.

Overlay Management

MPAcopy


A Focus on Taxes

MPA’s tax management techniques help to preserve intended investment exposure while improving after-tax returns for clients, given the reality that taxes typically diminish fund total returns by 1-2% per year. Reducing the tax liability is coordinated seamlessly at the portfolio level for clients, in line with varying tax situations. MPA’s associated division Active Index Advisors? (AIA) offers tax-managed, index-based separately managed accounts for an additional measure of tax control.

Watch
Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.
  • September 27, 2018
SCOTUS Update: The Policy Implications of a New Justice

A look at how the addition of a new Supreme Court Justice may impact politics, policy, and investor considerations.
SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling

Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.
  • August 13, 2018

FIND OUT HOW YOU CAN DEVELOP A CUSTOMIZED PORTFOLIO IN LINE WITH YOUR CLIENTS’ UNIQUE OBJECTIVES.


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