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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.
News
On Target: MLPs & Portfolios
A Different Take on the Invasion of the Robo-Advisors
Dorothy MIlitar joins Advisor Partners
Academic and Market Research on Divestment
Don’t Count Small Caps Out of Your Portfolio
Smart Way to Diversify a Concentrated Stock Position
Rethinking the Role of Emerging Markets Investing in Portfolios
Fight the urge to trade in an uncertain market
Rahul Agrawal Joins Advisor Partners
ETFs and the Rise of the Tactical Allocator: 5 Questions
Eavesdropping on the Barron’s Top Independent Advisor Summit and appreciating its vibe
Mutual Funds Gone Down the Drain
Case Studies
Aligning with a client’s beliefs
Case Study
Diversifying a concentrated position
Case Study
