Tailor your clients' portfolios by adding security constraints and tax budget.
Coming soon: social constraints, tilts on capitalization, style, and sector.
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Lower taxes through year-round loss harvesting and risk-managed gains deferral.
Clients can use net losses to offset other gains in the portfolio.
We'll keep low-basis stock if it fits with the strategy.
Why buy Exxon if your client already owns Shell?
Lower costs compared to active strategies and most ETFs.
