Personalization as a growth strategy: Fueling scale and efficiency through tax-advantaged SMAs

What if you could offer every client a fully customized, tax-optimized portfolio without hiring a single person? That’s the opportunity direct indexing may offer, and it’s reshaping how advisors think about scale.

Key takeaways:

• How integrated tax-advantaged SMAs can help deliver personalized client outcomes at scale  
• Ways advisor-designed portfolios can combine direct indexing, tax-loss harvesting, and tax-aware long/short strategies within a single framework  
• How technology can simplify rebalancing, cash management, and portfolio oversight to improve practice efficiency  
• Strategies for addressing concentrated positions, liquidity events, and complex tax situations  
• How greater personalization can strengthen client relationships while supporting business growth and scalability  
• Considerations for evaluating platforms that align customized investing with operational efficiency 

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.