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A customized, tax-managed, core equity allocation. An index-based approach enables us to truly deliver on the often- made promise from separate account managers of customization and tax management in a core equity portfolio. Taxes are an expense that erodes investment return. We focus on active tax management (“tax alpha”) through tax loss harvesting in order to offset capital gains occuring either within or outside the account we manage. Tax management can be very effective when coupled with absolute return. Advisor Partners' index-based separately managed account is also customized
to a client’s unique needs, including socially responsible portfolios,
restrictions on stocks or industries, or investment tilts (value, high
dividend, etc). We can build portfolios from existing stock positions
and work within the mandate of the client's tax goals. Our portfolios
may be constructed to unwind a concentrated stock position in order
to completely offset its inherent added risk; a very common application
in working with corporate executives or clients with inherited stock. |
individual stocks at the tax lot level (vs. owning shares of fund) and has control over the distribution and recognition of realized gains. The investment advisor remains the architect of the client’s overall portfolio while we manage the core equity allocation. See how Advisor Partners delivers on the promise and potential of the separately managed account: "Visionary
Investment Management" "One
On One with Dennis Clark" "Tax
Aware Investment Management" "Not
Just for the Big Boys Anymore" "Core
Equity SMAs: Earn Appreciation from Your Clients" |
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separately
managed accounts program
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