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.
A Focus on Taxes
Curt Overway, President of Managed Portfolio Advisors, discusses tax-efficient investing and the impact of tax reform on investor portfolios.
Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.
A municipal bond specialist discusses what investors may expect from markets in light of of the recent tax reform bill.