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Solutions

Active Tax
Indexing

Uses loss harvesting techniques to reduce taxes paid and improve after-tax returns

High Quality Dividend Yield

We take a high-quality, risk aware approach to creating an income-focused equity portfolio.

Socially Responsible Portfolios

Designed for clients who want portfolios that are consistent with their personal beliefs.

Managed Asset Allocation Program

Managed Asset Allocation Program (MAAP) is a turnkey asset management solution.