What makes Quantinno different
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.
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.
Advanced portfolio engineering techniques, including expertise in hedging/shorting, introduce the potential for compelling tax benefit generation in both up and down markets.
The next evolution of tax-loss harvesting