The pursuit of
maximizing
after-tax wealth

What makes Quantinno different

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Proven TaxEdge™
Technology

Quantinno’s TaxEdge technology platform was 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

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.

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.

Making idle holdings productive

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

Discover how Quantinno's solutions can work for you.