Flexible leverage options
Choose from a range of long-short extensions, sized to the client's goals and risk tolerance.
Product - Tax-managed long-short
Tax-managed long-short
Long-short portfolio extensions targeting flexible alpha signals, with sophisticated tax management most platforms simply reject.
Book a walkthroughA professional-grade harvesting engine, run for your practice
Built for tax-aware alpha
A custom overlay that balances investment signal and tax alpha across the portfolio.
Daily, lot-level tax-loss harvesting
Continuous harvesting at the individual lot level to capture losses as they arise.
Flexible alpha model
Adjust the target alpha model to fit your strategy, sized to the goals and risk tolerance you define.
When to consider a tax-aware long-short strategy
Diversify a concentrated position
Reduce concentration gradually while generating tax offsets, without selling all at once.
Offset realized capital gains
Harvest losses to offset gains from stock sales, RSUs, or fund distributions, with any excess carried forward.
Prepare for a liquidity event
Build potential tax offsets ahead of an IPO or planned diversification, in coordination with the client's tax advisor.
Manage ongoing tax drag
Keep generating harvestable losses across market cycles, including rising markets, where direct indexing runs dry.
Choose the extension that fits the mandate
Larger extensions can accelerate loss harvesting but carry more risk. We size each to the client's objectives and tolerance. Options vary by custodian.
- Primary use
- Gradual transition
- Risk profile
- Moderate
- Loss-harvesting potential
- Moderate
- Investment minimum
- $1M
- Primary use
- Steady harvesting
- Risk profile
- Moderate-High
- Loss-harvesting potential
- Elevated
- Investment minimum
- $1M
- Primary use
- Aggressive harvesting
- Risk profile
- Very High
- Loss-harvesting potential
- Highest
- Investment minimum
- $3M
Higher flexibility carries higher responsibility
Higher risk
Extensions use margin borrowing and short sales, which increase risk, especially in volatile markets.
Performance variability
Returns may deviate from the benchmark, especially at higher extension levels.
Losses are not guaranteed
Loss harvesting is not guaranteed and varies with market conditions.
Getting started is easy01 02 03 Book a walkthrough
Share your vision, and we handle the rest.
From strategy to trading, we handle the tax overlay at every step.
You provide the vision
Bring your long-short mandate and alpha signals.
We build the overlay
We implement the extension and build the tax overlay to match.
Clients get tax management
Sophisticated tax management for the clients who need it most.