Active Index Investments for Taxable Portfolios

Minimizing investment taxes with separately managed accounts can present a significant barrier for investors seeking to change strategies or realign portfolios. Active Index Advisors^® (AIA) combines the low fees and tight benchmark correlation of index investing with the tax management and flexibility of separate accounts to construct diversified, tax-efficient portfolios. Both the strategy and index can be customized to complement existing portfolio holdings.

AIA provides clients with high-touch, uniquely-customized solutions tailored to the exacting needs of clients who work directly with a dedicated service team. Given changes in day-to-day security performance and personal investment considerations, this stratification process results in a truly individualized portfolio for each investor.

Who We Are

Curt Overway, CFA^®

President and Portfolio Manager for Managed Portfolio Advisors® and Active Index Advisors®

Kevin Maeda

Chief Investment Officer of Active Index Advisors®

Serena V. Stone, CFA^®

Assistant Vice President and Portfolio Manager for Active Index Advisors®

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