Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting
Quantinno
Tax-optimized managed account solutions using long/short strategies to enhance after-tax wealth for sophisticated investors.
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Overview
Quantinno delivers customized, tax-optimized managed account solutions designed to enhance after-tax wealth for sophisticated taxable investors. Its platform applies direct equity and long/short strategies to build tax-efficient portfolios, systematically transition concentrated positions and overlay existing holdings to generate tax benefits.
Built for RIAs and family offices, Quantinno's approach extends tax management beyond traditional long-only harvesting to keep generating tax alpha over time.
Key Features
- + Tax-optimized managed accounts
- + Long/short tax-loss harvesting
- + Tax-efficient transition of concentrated positions
- + Long/short overlay on existing holdings
- + After-tax wealth optimization
- + Customized portfolio construction
Integrations
Custodians
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