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Investment Advisory

Extend the capabilities of your firm with investment advisory services, including turnkey tax management and access to third-party strategies.

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Vestmark tax transition dashboard with capital gains budget and integrated access to the Manager Marketplace.

Expertise That Delivers

Wealth firms and asset managers can unlock growth potential by tapping into Vestmark Investment Advisory solutions and our investment management platform.

Gain Time

Spend less energy on tax complexities and more time strengthening client relationships and driving strategies

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Vestmark Manager Marketplace offering over 1.4K strategies and 225 managers.

Expand Offerings

Access Vestmark’s Manager Marketplace, offering thousands of third-party strategies and seamless fixed income integration

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Mitigate Risk

Outsource key functions to us to benefit from our expertise and help reduce your own risk exposure

Offload Tax Complexity

Tax management, tax transitions, and direct indexing can eat up resources—we handle it all with rules set by you

Dashboard for custom tax transition showing client tax inputs and capital gains budget with generate tax transition button.

Asset Managers, Elevated

Partnering with Vestmark helps asset managers launch products and expand distribution through our Manager Marketplace

Essential Solutions at Your Fingertips

Vestmark Tax Transition dashboard showing client tax planning inputs and capital gains budget summary. Vestmark Transition Analysis dashboard with client restrictions, risk summary, and tax summary portfolio options. Vestmark Manager Marketplace dashboard displaying investment models with subscription and request status. Vestmark dashboard widgets showing investment index options and target portfolio allocations. Vestmark dashboard widgets with fixed income model options and portfolio allocation chart. Graphic highlighting Vestmark outsourced services, including performance calculation, corporate actions, trading, and reconciliation functions
Turnkey Tax Management

Enhance after-tax performance across a large client base through sophisticated, automated, and personalized tax management.

Simplified Tax Transitions

Whether addressing one-time events for a specific client or conducting a mass account onboarding, do so in a tax-efficient manner.

Model Marketplace

Helping match top advisors to 1400+ strategies from 220+ of the best asset managers.

Direct Indexing

Replicate indices while making adjustments to suit client needs, and do so efficiently even with a large number of accounts.

Fixed Income

Efficiently and seamlessly include fixed income assets in a tax-aware manner alongside equities within a UMA structure.

Outsourced Services

Our expertise goes beyond these specific products and solutions – work with us for help solving additional needs.

Who We Serve

Adding Value to Wealth Management

Advanced Features and Experience

Assemble the right solution set from our core platform and overlaid capabilities.

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  • Integrates with Our Advisor Dashboard

    Outsourced and third-party solutions integrate seamlessly into our Advisor Suite, putting more solutions at advisors’ fingertips

  • Powered by the Vestmark Platform

    Outsourced tax management and fixed income transactions are conducted via Vestmark, ensuring scale and reliability

  • Industry Expertise from Our Own RIA

    Vestmark's seasoned internal advisory professionals review and oversee transactions, putting our experience in your hands

  • Fee Flexibility & Seamless Integration

    Our fee transparency and white label services let you structure and deliver offerings your way

Solutions

Your Needs, Our Solutions

Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.

There are limitations inherent in the use of an optimization methodology to manage accounts relative to a designated index; for instance, the optimization tools are not designed to account for current market conditions and any short-term market fluctuations. The optimization tools may seek to estimate individual tax circumstances but cannot incorporate all individual tax information, potentially leading to inaccuracies. Its functions consist of identifying opportunities for tax-loss harvesting and rebalancing relative to an investor’s designated index and initiating buy/sell orders accordingly. There is also a risk that the optimization tools and related software used for accounts may not perform within intended parameters, which may result in a portfolio that does not mimic the characteristics of the designated index, and trigger at inappropriate or suboptimal times or fail to initiate at appropriate or optimal times, rebalancing and/or tax-loss harvesting trading.

There is no assurance that investment products based upon indices will accurately track index performance or provide positive investment returns. Inclusion of a security within an index is not a recommendation by VAS to buy, sell, or hold such security, nor is it considered to be investment advice.