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

Integrated Portfolio Implementation^®– A Single Point of Access
Gain the value of a bespoke, integrated portfolio solution with a dedicated investment team monitoring the portfolio in real-time to unique client specifications, all with a close eye to risk management and investment process discipline. Integrated portfolio management provides a comprehensive view of a client portfolio, across all investments, including separately managed accounts, mutual funds, ETFs and other vehicles. Portfolio changes can be handled seamlessly for clients by one manager, ensuring simplicity and ease. Furthermore, clients achieve their personalized investment goals at a reasonable cost with the added benefit of diversification and simplified recordkeeping. Continuous monitoring for portfolio drift and rebalancing ensures that proper asset allocation is maintained consistent with investment objectives.

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.