Wealth advisors managing client assets with low cost basis that would like to diversify into a new ETF launch, without paying capital gains, sign up here to get notified of any matches to your investment interests and objectives.
Wealth advisors are invited to stay ahead of the curve by registering for notifications about upcoming ETF launches with diverse investment themes. This service ensures advisors can offer clients timely information about new opportunities in sectors such as technology, healthcare, renewable energy, and more. Additionally, our platform facilitates 351 conversions, enabling advisors to help clients transfer appreciated securities into an ETF without incurring capital gains taxes, thus optimizing their investment strategies. Sign up now to receive timely updates and leverage these innovative investment opportunities for your clients.
Domestic Equities
Index
This is a new low cost index fund tracking the S&P 500.
Emerging Markets
Index
Low cost emerging markets index fund tracking the National Security Index.
Multi-Asset
Active Management
Endowment style ETF launching using multi assets and active management.
Buffered
Hedged Equity
Equity market exposure using options to protect from downside risk.
For investors holding concentrated stock positions or those with significant unrealized gains, diversifying can incur a hefty capital gains tax...
Section 351 of the Internal Revenue Code offers a powerful tax-deferral tool for investors seeking to diversify their portfolios without...
The US tax code, with its myriad rules and regulations, can seem like a labyrinth designed to confound the average...