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Solutions for Asset Managers

Amplify your Business with Tax-Managed SMAs

Vestmark offers tax-managed SMA (separately managed account) services to help amplify the growth of your business. Bring tax-managed strategies based on your successful SMAs or pooled funds to market quickly without significant up-front investment or internal development resources.

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Offer increased customization, expand your tax-management and tax-loss harvesting capabilities, and potentially add tax-alpha to your investment returns, all without paying a program fee. Contact Vestmark today to learn more about tax-managed SMAs.

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Learn More About Offering Tax-Managed Strategies

Vestmark has the technology and experience to help you grow your assets under management with new tax-managed SMA strategies.

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Asset Manager Resources

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Corp. Headquarters
100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
Vestmark Labs
One Kendall Square
Building 200
Cambridge, MA 02139
VestmarkONE Careers Company
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781-224-3640

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We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals.

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©2024 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.