Custom Index SMAs
Benefits to Investors:
1. TAX SAVINGS
Unlike ETFs, SMAs provide a great opportunity for investors to harvest losses during up or down markets and maximize after-tax wealth.
2. LOWER FEES
Investment solutions based on GAMMA’s unique execution model generate cost advantages which are passed on to our clients.
SMAs are tailored to meet the specific needs and objectives of each investor – unlike ETFs or mutual funds which are one-size-fits-all investments.
4. POTENTIAL TO IMPROVE RETURNS
If investors have actively managed funds or SMAs with long-term underperformance relative to their benchmarks, they should consider switching to GAMMA’s Custom Index SMA platform to improve returns and save on taxes and fees
Holistic Custom Index SMA Capabilities
1. All-weather innovative index strategies
Our diverse strategy offerings cover equities, fixed income and options; providing advisors with a one-stop shop for Custom Index SMAs.
2. Tax Management
Tax-managed solutions are implemented throughout the year to help investors maximize their long-term after-tax wealth.
3. Mass Customization
The breadth and depth of our customization capabilities enable the creation of personalized index solutions en masse and at scale through a comprehensive and innovative investment platform.
4. Convenient and Cost-Effective Access
Our goal is to redefine the client experience with SMA investing by enabling advisors to quickly and easily access a broad array of cost-effective custom index solutions of institutional caliber.
All-in-One Platform for Custom Index Investing
Select from a wide range of index exposures beyond those available through ETFs.
Custom Index Development
Design, construct and back-test new index strategies according to clients’ specifications or proprietary methodologies.
Tailor every portfolio solution to a client’s specific objectives and social values.
Help investors maximize long term after-tax returns using a systematic index management process.
Enhance the experience in SMA investing with a digital client interface.
Who We Serve
• Banks & Trusts
• Retirement Plans
• Corporations Plans
• Insurance Companies
• Sovereign Wealth Funds
• Non-US Institutions
• Financial Advisors
• Registered Investment Advisors
• Family Offices
• Private Client Groups