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.

Preparing Portfolios for the New Tax Regime

The potential for higher tax rates makes it even more important to employ techniques designed to mitigate the impact of tax liabilities on investment portfolios.
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Finding Tax Efficiency Now

Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.
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Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.

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


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