Customized wealth management solutions
Achieving success in the high-net-worth market requires customized solutions that can help meet the complex needs of sophisticated clients.
Our Active strategies combine the transparency and low tracking error traditionally associated with index investing with the tax control and flexibility of separate accounts to deliver a truly personalized solution for wealth management.
We help you bring solutions to high-net-worth clients to address their most critical concerns:
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Enhanced tax efficiency
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Our process is designed to harvest any investment losses to offset potential gains earned in the portfolio and in other client investments.
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Customized core investments |
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Portfolios can exclude specific securities or sectors, resulting in a core portfolio customized around current client holdings.
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Reduced administrative costs |
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We construct portfolios with fewer stocks than traditional index choices, potentially reducing the number of trades and turnover in the portfolio.
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Our solutions deliver a highly customizable investment experience for