Consultation and customization

Advisors need to distinguish themselves in a world crowded with investment products and services. Clients demand differentiated investment strategies that provide measurable results and are tailored to their unique needs. With our separately managed accounts, varied strategies, and consultative approach, we support you in finding the right solutions, either from pre-configured strategies or customized solutions.

  • Our Active Tax Management strategy uses tax-loss harvesting to consistently generate higher after-tax returns. The results are measurable, predictable, and achievable with lower risk than strategies that attempt to boost pre-tax performance. 
  • Our Factor Tilted strategies allow you to tailor portfolios to express targeted investment perspectives, whether alpha-seeking or risk-diversifying, such as exposures to stocks with high dividends, low volatility, high quality, or specific geographic locations.
  • Our Socially Responsive Indexing strategy, used as a standalone or in conjunction with active tax management, allows you to engage your clients and their families on the environmental, social, and governance values that matter most to them. The results are portfolios shaped according to their beliefs without sacrificing returns.

Partnering with advisors and their clients

We complement your practice by providing timely investment and tax analysis so you can focus on servicing your clients and reaching prospective ones. We consult on your most complex investment challenges, including tax planning, spending withdrawals, and charitable giving. By delivering sound advice and results, we help you strengthen the bonds you have with your clients.

All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. Individual client accounts may vary. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Please refer to the "Disclosure" link below for additional information.