Solving the key challenges of taxable investors

Quantinno offers personalized long/short managed account solutions to help maximize the after-tax wealth of clients.

Welcome to the next evolution of tax-loss harvesting

Improve Legacy Tax-Loss Harvesting

DEALS Core not only builds tax-efficient core equity portfolios—it may recharge tax benefits from long-only tax loss harvesting strategies that have become “stuck”.

Diversify Concentrated Stocks

DEALS Exchange transitions clients from a concentrated portfolio to a diversified one in a tax-efficient manner—all within your managed account.

Make Existing Assets More Productive

DEALS Overlay allows clients to hold onto existing assets while introducing the ability to generate tax benefits to help enhance after-tax wealth.

Learn more about Quantinno’s full suite of investment solutions.

Investment Solutions

Meet Hoon Kim

Ph.D., CFA

Hoon has spent his career innovating at the intersection of tax, portfolio management, and equity research.

Our Team

Harnessing the power of systematic investing

Quantinno is the pioneer in long/short equity tax-loss harvesting in Managed Accounts.

‍We manage $7.7B+ in assets across 1,500+ accounts.

Frequently Asked Questions

Insights

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September 18, 2023

TLH in Rising Market Environments

Traditional tax-loss harvesting can be effective at the inception of an account, leaving winners in the portfolio to continue climbing and s

General

October 4, 2021

A common sense approach to risk management

A tax-loss harvesting strategy that applies a modest long/short extension may offer some key advantages over more traditional long-only appr

Risk Management

June 10, 2021

Quantifying the tax-loss harvesting benefit under the Biden tax plan, Part III

The Biden administration has proposed some of the most significant federal tax increases since 1993, mostly focusing on capital gains (as th

Tax

Quantinno Capital Management LP is an investment adviser registered with the US Securities and Exchange Commission (CRD# 298733). This website is provided to you solely for information purposes and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments. Information on this site is current when published and may be superseded at any time. Any communications with prospective clients residing in states where Quantinno is not registered shall be limited so as not to invoke registration or licensing requirements. Quantinno does not provide tax, legal or accounting advice. All investments involve risk, including potential loss of principal invested. Past performance does not guarantee future performance. The investment strategies referenced may not be suitable for all investors as the appropriateness of a specific investment or strategy will depend on an investor’s individual circumstances and objectives. Please review Quantinno’s disclosures in the link for additional important information.