Enhanced Return Opportunities

Sales Information

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Advisors strive to put more dollars in their client’s pockets through the use of external managers. However, even the best external manager with the best traders cannot accommodate the individual tax and compliance issues of each account holder. By bringing trading decisions back in-house with WealthADV an advisor can:

Efficiently provide personalized attention to the specific tax, pre-trade compliance, and rebalancing needs of each client using the overlay management tools of WealthADV;
Provide additional alpha to the client through access to an open architecture library of skilled managers; and
Reduce drag on performance through significantly lower product costs.

Taxes Matter!

Potential to eliminate performance drag associated with non-coordination of tax management across sleeve managers can result in upward of 30 – 60 bps1 using the powerful tools of WealthADV to facilitate personalized and active tax management:

Coordinate trading activity across all managers, resulting in “sleeveless portfolio management”. Avoid the cost of unnecessary trades and wash sale violations.
Year-round, opportunistic tax loss harvesting versus a calendar approach.
Delay trades until gains become long term.

Potential to boost after-tax returns upward of 100 - 200 bps versus mutual funds:

After-tax returns of actively managed equity mutual fund lag pre-tax returns by 220 bps².

Product Costs Matter!

Lower product costs upward of 100 bps with “In-house” Overlay Management versus outsourcing discretionary management to external managers. Reduced drag from lower cost goes straight to bottom line return results.

Continuous Monitoring & Rebalancing Matters

Potential to boost returns upward of 20 bps with “event driven” rebalancing vs. semi-annually or annually³.

Good Managers Matter!

Construct “powerhouse” portfolios for your clients from a comprehensive set of investment strategies from both nationally renowned and “boutique” managers covering all major style categories of domestic and international equities.

Overlay Portfolio Management in a Multi-Manager Account, David Stein & Greg McIntire
Bogle, 2005, average equity funds over 15 year period 1990-2004.
Journal of Financial Planning, Gobind Daryanani