Select the beta/index exposure to tailor your portfolio to your client's specific needs.
Choose from an extensive range of indices available to you at no additional cost.
Combine various beta exposures to develop your own unique asset allocation.
Factor and SRI/ESG indices available
Track an ETF, a Mutual Fund, or blend all of these together to craft your own unique model.
Tax Management
Custom Built Portfolios to Drive Powerful Tax Management
Personalized tax loss harvesting, managed daily
Customize your gain budget and tax aware implementation
Tax efficient portfolio transition analysis provided to assist in client conversations
Tax planning integration including charitable gifting, liquidity event preparation, etc.
Utilize a staged-based diversification process to work out of concentrated positions
Strategic gain realization to realize gains and pay taxes on your terms.
Customize
Advanced Customization
If you need factor exposure, we’re able to construct portfolios that follow index factors, ETF factor portfolios, or a combination tailored to your particular needs.
Not all returns are performance based. If your clients prefer their portfolios to align with environmental, social, or governance principles, we make it available at no extra cost to them.
Custom tax requirements such as estate planning, concentrated positions in individual stocks, charitable donations, and gain/loss budgeting.
If you have a custom investment solution in mind just let us know, we’ll help you build it.
Service and Reporting
Client Service Done Right
Every Smart Harvest client has it's own
Customize your gain budget and tax aware implementation
Tax efficient portfolio transition analysis provided to assist in client conversations
Tax planning integration including charitable gifting, liquidity event preparation, etc.
Utilize a staged-based diversification process to work out of concentrated positions
