Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Key Takeaways • Direct indexing in an SMA allows for client specific customizations based on an investor’s personal values and tax profile. • When funding a values-aligned portfolio with legacy holdings, selling appreciated securities that don’t align with the investor’s values criteria can trigger capital gains taxes.
Liquidity Without Liquidation For many high-net-worth investors, liquidity needs are unavoidable. Taxes, real estate purchases, private investments, lifestyle spending, or opportunistic allocations often require cash – sometimes quickly. Yet converting investment portfolios into liquidity remains one of the most persistent challenges in portfolio management.
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
