Vestmark

How to use VAST in Your Practice

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

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Unlike pooled investment vehicles, in which each investor’s shares are identical to those of every other investor, the SMA structure allows for:

  • Individual tax treatment,
  • In-kind transfers into, out of, and even within the strategy,
  • Customization of portfolio content to reflect personal beliefs, values or restrictions, and
  • Tax-efficient diversification of concentrated positions.

How does VAST work?

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.

Read more about the benefits of SMAs and Direct Indexing

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How can VAST benefit your practice and your clients?

All financial advisory practices eventually face a seemingly impossible choice: protect client relationships through greater personalization, or sacrifice customization in the service of scale. VAST removes that enduring challenge by enabling personalized investing at scale®. Learn more about the VAST experience and how it can help different types of clients.

Read the Paper

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How can you learn more about VAST?

Visit our resource library to find other insights that explain how VAST works. You can also contact the VAST sales team for a private demonstration of the advisor portal and transition analysis tool.

Resource Library

Learn more about Vestmark VAST®