SmartHarvest Direct Index Solutions

www.smartharvestsolutions.com

SmartHarvest offers tax efficient, direct index solutions to exceed your taxable client portfolio needs. We build personalized direct index SMA solutions with an emphasis on tax loss harvesting and custom beta/index exposure. We capture index returns pre-tax and deliver superior returns after-tax. Tired of settling for benchmark returns? Ask us how.

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SmartHarvest offers tax efficient, direct index solutions to exceed your taxable client portfolio needs. We build personalized direct index SMA solutions with an emphasis on tax loss harvesting and custom beta/index exposure. We capture index returns pre-tax and deliver superior returns after-tax. Tired of settling for benchmark returns? Ask us how.

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State

California

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City (Headquarters)

Los Angeles

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Employees

1-10

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Potential Decision Makers

  • Managing Director , Head of Business Development

    Email ****** @****.com
    Phone (***) ****-****

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