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