Our enhanced tax management capabilities seek to minimize the tax consequences of embedded gains, often amplified by low original cost basis. When combined with our highly customizable portfolio construction process, the result is a compelling solution for transition management for both firms and individuals.
Platform transitions – An effective manager transition strategy can be critical to client retention. Manager changes can be unsettling, and tax consequences and client concerns can magnify the effect. Our capabilities are designed to help ease the process.
Portfolio transitions – Advisors seeking to transition prospects to clients need a strategy for transitioning their portfolios. Our index-based separate account solutions can be an effective tool in facilitating these transitions.
A fully customizable process
Based on the client’s specific planning concerns and investment objectives, we tailor a transition strategy that seeks to
- incorporate current holdings
- manage risk
- control tracking error
- avoid excessive taxes
Find out about our customized index solutions and our strategies for concentrated wealth.