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Type: Fact Sheets

Tax-Managed SMAs

Vestmark Tax Managed SM As Hero
Vestmark Inc. Resources

Vestmark Advisory Solutions (VAS) offers tax-managed services to help amplify the growth of your investment business. Bring successful strategies, whether offered as institutional, SMA, ETF, or mutual funds, to market quickly in an enhanced, tax-managed way, without significant up-front investment or internal development. You can offer increased customization, expand tax management capabilities, and potentially add tax alpha to investment returns, all without paying a program fee or creating significant ongoing demand on internal resources.

VAS offers sophisticated ongoing tax management without significant internal demand on your resources.

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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.