While tax management is one of the main attractions of Separately Managed Accounts for investors and advisors alike, it isn’t easy to do. Vestmark’s long history of maintaining tax-lot-level detail within multiple “sleeves” for a single client means that we are uniquely positioned to optimize tax outcomes under current tax rules.
From tax-aware transitions to ongoing tax-loss harvesting, read on to discover several scenarios that demonstrate the power of Vestmark’s tax management capabilities.
There is no assurance that investment products based upon indices will accurately track index performance or provide positive investment returns. Inclusion of a security within an index is not a recommendation by VAS to buy, sell, or hold such security, nor is it considered to be investment advice. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit.
Just For You
Subscribe to the blog
The best source of information on wealth management, etc.
