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Active Investment Advisors (Active) offers a broad
selection of customized, tax-managed separate accounts. All Active’s
strategies seek to provide a pretax return similar to a targeted
index while delivering customization and tax management at the
individual account level.
Active Index-based Solutions
A solution for advisors
- Help with retaining clients in a competitive marketplace
- Clear justification for fees
- Streamlined investment choices
- Enhanced diversification for smaller-balance accounts
A solution for clients
- Tax management capabilities
- Cost-efficient, individualized solutions
- Diversification and risk management
- A strategy to unwind concentrated positions
Active offers two types of index-based separate account solutions.
Click on the name of these products to learn more about them.
- Active Equity
Index Strategies provide diversification and
tax-control through a portfolio of individual securities
constructed to meet the client’s specific diversification
and tax goals.
- Active Managed
ETF Portfolios offer a selection of six multi-discipline
asset allocation solutions constructed exclusively with
exchange traded funds, each with a low $50,000 investment
minimum.
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