Vestmark Investment Advisory provides outsourced investment management services that help wealth firms and asset managers scale operations, reduce risk, and enhance after-tax performance. Built on the Vestmark platform, this solution offers turnkey tax management, access to thousands of third-party strategies, and seamless integration with advisor dashboards. Vestmark’s internal RIA professionals oversee transactions, ensuring reliability and compliance. The service supports direct indexing, tax transitions, and fixed income integration, allowing firms to offload complexity while maintaining control through customizable rules and white-label options.

Features

• Turnkey Tax Management: Automated, personalized tax strategies including tax-loss harvesting and direct indexing.
• Third-Party Strategy Access: Integration with Vestmark’s Manager Marketplace offering thousands of strategies.
• Fixed Income Integration: Seamless execution of fixed income transactions.
• Direct Indexing Support: Customizable indexing strategies aligned with client goals.
• Tax Transition Services: Efficient handling of legacy positions and tax-sensitive transitions.
• White Label Services: Deliver branded investment solutions tailored to firm needs.
• Fee Flexibility: Transparent pricing and customizable billing structures.
• Advisor Dashboard Integration: Embedded within Vestmark Advisor Suite for unified access.
• Overlay Portfolio Management: Sophisticated execution across multiple accounts and strategies.
• Industry Expertise: Managed by Vestmark’s internal advisory professionals with deep market experience.

Benefits

• Save Time: Offload tax complexity and portfolio execution to focus on client relationships.
• Mitigate Risk: Reduce operational and compliance risk through expert-managed services.
• Expand Offerings: Access a wide range of strategies and asset classes to serve diverse client needs.
• Enhance After-Tax Performance: Optimize portfolios for tax efficiency across large client bases.
• Scale Efficiently: Support growth without increasing operational burden.
• Maintain Control: Set rules and customize services while leveraging outsourced execution.