Sometimes institutional management fails the retail investor. Simply retrofitting institutional processes for retail investors has been the preferred approach of asset managers in order to maintain scale, but has not led to optimal results for investors, especially from a tax perspective. While advisors have done their best to manage taxes one client at a time, systems and processes are not in place to do it at scale. We can do better. What if you could start over? What would the solution look like?
By Money Management Institute, in Partnership with Vestmark Inc.