VAST is an entirely new way of bringing personalization and tax management to retail investors. VAST harnesses the unique capabilities of Separately Managed Accounts (SMAs) to enhance the investment experience of an entire portfolio.

Building around a Direct Index SMA core, VAST allows for the harmonious inclusion of actively managed SMAs, ETFs, mutual funds, and individual securities. VAST’s portfolio management team can apply customization filters, tax management and optimization to the entire portfolio, not just to the index. And VAST does all of this at scale, leaving advisors more time to nurture their existing relationships and attract new clients.