VAST is a portfolio management service that delivers the power of personalized investing and individual tax management at scale. View the videos below to learn more about VAST and the following related topics:
What is a UMA?
How to Explain Tracking Error
Replicating an Index in an SMA
Harvesting Tax Losses
Addressing the Top 5 Client Concerns with Direct Indexing
Contact us today to learn more about how VAST can provide personalized investing and tax management at scale.
There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them.
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.
There are limitations inherent in the use of an optimization methodology to manage accounts relative to a designated index; for instance, the optimization tools are not designed to account for current market conditions and any short-term market fluctuations. The optimization tools may seek to estimate individual tax circumstances but cannot incorporate all individual tax information, potentially leading to inaccuracies.
UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing.
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.
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