Submit A Transition Analysis: Upload Holdings. Unlock Tax Alpha.

A Transition Analysis evaluates a client’s current portfolio and models the most tax-efficient way to transition into a new, customized direct index portfolio. It highlights key trade-offs—such as realized gains, tax liability, tracking error, and potential tax savings—across multiple scenarios to help advisors make informed decisions. Our Transition Analysis quantifies outcomes like projected tax impact, portfolio characteristics, and optimization scenarios to identify the most efficient path forward.

To receive a fully customized Transition Analysis built by a dedicated portfolio manager, we only require a simple set of data points in Excel or PDF: Tickers, Number of Shares, Cost Basis, and Purchase Dates (optional).