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Streamline operational efficiency through a single
account so you spend more time with your clients and
prospects
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Proposal
Generation and Implementation of Custom Strategies
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Improve
client service:
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·
Account set-up
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Strategic & tactical allocation implementation
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· Portfolio re-balancing
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· Tax harvesting
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Household reporting, including after-tax performance
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Models-based portfolio management
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Open
architecture manager selection
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Advanced
asset allocation and portfolio construction
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Enhanced
flexibility and customization
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Active
tax management of active sleeve accounts
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Strategic and tactical allocation implementation
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Portfolio rebalancing
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SRI and
concentrated stock risk management
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