Beta.

Tax.

Customize.

---

01 PICK YOUR BETA

Pick Your Direct Index Beta

• ​Choose beta/index exposure of your choice to customize your portfolio to your clients specific needs
• Select from a wide variety of indices available to you at no additional cost
• Blend different beta exposures to create your own asset allocation
• Factor and SRI/ESG indices available
• Track an ETF or Mutual Fund, or blend ETF/Mutual Funds into your Direct Index SMA portfolio

02 TAX MANAGEMENT

We Build Portfolios with Powerful Tax Management

• ​Daily, personalized tax loss harvesting
• Custom gain/loss budget analysis and implementation
• Tax efficient portfolio transition analysis
• End of year charitable gifting and tax planning integration
• Staged diversification out of concentrated positions
• Strategic gain realization

03 CUSTOMIZE

Next Level ​Customization
​

• Looking for factor exposure?  We can build portfolios that track index factors, ETF factor portfolios, or a blend that better suits your specific vision
• Want your client's portfolios to reflect their environmental, social, or governance views?  We can construct portfolios with this in mind at no additional cost to your clients
• Custom tax needs like estate planning, single stock concentration, charitable gifting, and gain/loss budgets
• Have something else in mind?  Let's talk about it

---