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.


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


1503128.4.1