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

Download the Presentation