Stages of a Tax-Managed Custom Core™ Account

WHITEPAPER


The Four Stages of a Tax-Managed Custom Core™ Account


Portfolio tax management: It's about a lot more than just tax loss harvesting. In this paper we show that there are other key opportunities to reduce tax exposure at every stage of a portfolio's life cycle.


Wealth Managers

At Parametric, we have decades of expertise in working with Registered Investment Advisors, family offices, broker-dealers and investors. We take our relationships seriously. Our commitment to you is that we are available throughout the process. This allows you to retain an active role while we help extend your reach with the resources you need to stay nimble.

See how we’ve helped wealth managers turn their client challenges into opportunities.

Brochure

You design it. We’ll make it.

Elevate your client discussions with truly personalized Custom Core™ investment portfolios.

LEARN MORE
Low-Volatility Investing: Revisiting Proven Solutions
Whitepaper

From Anomaly to Strategy: A Brief History of Factor Investing

Factors have radically transformed the way investors build and manage portfolios. How did we get here? In this paper we look at some of the more important milestones in factor theory and why controversy about their very nature persists.

Read Now

Read More Thought Leadership for Wealth Managers >

 

Contact Us

We would be delighted to discuss our solutions,
services, and capabilities in more detail with you.
First, help us to properly route your request
to the right team.


Use the regional map to contact our team.
{F33BD959-1499-4857-91FB-3B0EF4ADCB43}
Agree
Disagree