Grow your AUM by introducing new products or enhancing your current product offering with Vestmark’s sophisticated wealth management technology platform and outsourced trading and investment services. We can enable customized, tax-managed strategies at scale.
Grow your AUM by accessing new or increased distribution channels. Vestmark has deep relationships with major sponsor and custodian firms, enabling you to increase your distribution reach and access new channels.
Improve your profitability, scale, and efficiency with a new or enhanced operating model. Vestmark's platform is a highly robust trading and rebalancing engine integrated with major distribution firms with notable scale to support volume spikes and future growth.
Vestmark Advisory Solutions (VAS) offers tax-managed services to help amplify the growth of your investment business. Bring successful strategies, whether offered as institutional, SMA, ETF, or mutual funds, to market quickly in an enhanced, tax-managed way, without significant up- front investment or internal development. You can offer increased customization, expand tax management capabilities, and potentially add tax alpha to investment returns, all without paying a program fee or creating significant ongoing demand on internal resources.
There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them.
Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest 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.