What it is

A custom, long-only separately managed account built to integrate systematic investing, client preferences, and tax efficiency within in a single strategy.

Why it matters

It can dent the impact of taxes, increasing the amount that compounds over time using a custom, long-only equity strategy.

When it matters most

When the effective capital gains tax rate isn’t very high or the client prefers using long-only strategies.

What it is

A systematic long-short equity strategy that combines long and short positions to deliver greater loss-harvesting capacity than a traditional long-only approach.

Why it matters

The short side consistently generates harvestable losses, even in flat or rising markets. This enables large realized gains to be offset more quickly than waiting for market declines, while maintaining net equity exposure at the client's preferred level

When it matters most

When the capital gain is large and immediate (a business sale, IPO,  or large fund distribution) and the tax bill needs to be offset quickly or when the client prefers to control net equity market exposure.