Minimizing investment taxes with separately managed accounts can present a significant barrier for investors seeking to change strategies or realign portfolios. Active Index AdvisorsSM
(AIA) combines the low fees and tight benchmark correlation of index investing with the tax management and flexibility of separate accounts to construct diversified, tax-efficient portfolios. Both the strategy and index can be customized to complement existing portfolio holdings.
AIA provides clients with high-touch, uniquely-customized solutions tailored to the exacting needs of clients who work directly with a dedicated service team. Given changes in day-to-day security performance and personal investment considerations, this stratification process results in a truly individualized portfolio for each investor.
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Customized Index Replication Strategies