The pursuit of
maximizing
after-tax wealth

What makes Quantinno different

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Proven TaxEdge®
Technology

Quantinno’s investment advisory services utilize our TaxEdge technology platform, built from the ground up to serve taxable entities and fully integrates investment and tax management, seeking more consistent and compelling tax benefit generation.

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Customized Flexible
Implementation

Separately managed accounts allow Quantinno to be responsive to each client’s individual needs, including tax situation, potential use cases, ESG, and asset allocation preferences.

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Advanced Portfolio
Engineering

Advanced portfolio engineering techniques, including expertise in hedging/shorting, introduce the potential for compelling tax benefit generation in both up and down markets.

Solutions

The next evolution of tax-loss harvesting

D

Direct

E

Equity

A

Active

L

Long

S

Short

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Improving legacy tax-loss harvesting

Traditional tax-loss harvesting strategies typically ‘max out’ within a few years, leaving you with an over-priced index fund with minimal tax benefits and few options to switch without incurring a tax bill.

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Diversifying concentrated stocks

You may have a large position in a highly appreciated stock and want to diversify into broad equity market exposure in a tax-efficient manner.

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Making idle holdings productive

Flexible funding options for DEALS accounts may expand the strategy’s potential impact.

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Discover how Quantinno's solutions driven by TaxEdge® technology can work for you.

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