SmartHarvest
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Your Solutions.

At SmartHarvest we like to focus on the few things in investments that we believe matter and that we can control.  Taxes.  Portfolio Construction. Cost.  We build direct index SMA portfolios that focus on tax loss harvesting and other tax management techniques to deliver superior after tax returns to clients.

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
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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
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03 CUSTOMIZE
Next Level ​Customization
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  • 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
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    Contact Us.

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2601 Airport Drive, Suite 375
Torrance, CA 90505

[email protected]

​626.689.7903



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©2025 Smart Harvest Solutions. ALL RIGHTS RESERVED. 2601 AIRPORT DRIVE, SUITE 375 TORRANCE, CA 90505
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