February 4, 2021
How to Powerlift Your Tax Alpha
Led by Lucas Mansberger CFA®, CAIA® and Jeff Pauza CFA®, CFP®, specialists from our research and wealth management teams, respectively, topics of discussion will include:
- Sophisticated tax strategies within the context of investment portfolios
- Unlocking the value-add of direct indexing
- Aligning portfolios with purpose-built wealth management plans
- Q & A