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How custom SMAs can help capture tax alpha and achieve other key goals.
Key Takeaways
Advisors can use custom SMAs to help their clients pursue a range of goals. This guide will explore four common use cases, including:
- Managing core equity exposure tax-efficiently.
- Diversifying away from concentrated stock positions and other portfolio transitions.
- Customizing portfolios.
- Accumulating capital losses for a future taxable event.
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Related: The Role of Alternative Investments in Multi-Asset Portfolios