Tag: Separately Managed Accounts
A Better Way to Manage Your Wealth (Ep. 104)

A Better Way to Manage Your Wealth (Ep. 104)

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How can high-net-worth families and business owners protect their wealth and maximize tax efficiency in today’s volatile markets?

This week on Live Life Liberated, Sean Clark, Partner at Centura Wealth Advisory, and Chris Osmond, Chief Investment Officer, unpack the impactful power of direct indexing. This personalized approach combines tax loss harvesting and tailored portfolios to deliver tax alpha, potentially adding 0.5%–2% annually to your returns.

Tune in as Sean and Chris explore how direct indexing could optimize taxable accounts, prepare you for significant liquidity events, and manage concentrated stock positions—all while aligning your portfolio with your unique values.

Talking points include:

  • How direct indexing allows you to own individual stocks that replicate an index, offering greater flexibility and tax optimization through Separately Managed Accounts (SMAs)
  • How tax alpha is created by leveraging tax loss harvesting to offset gains and income, particularly in volatile markets, adding a potential of 0.5%–2% annually to your portfolio returns
  • Why personalized portfolios can align with your values (e.g., excluding specific industries) while tailoring exposures to fit your unique financial goals
  • The best use cases for direct indexing include maximizing tax benefits in taxable accounts, preparing for liquidity events, and managing concentrated stock positions for executives
  • Why Centura Wealth Advisory partnered with Aperio, a BlackRock-backed leader, to provide institutional-grade customization, monthly tax harvesting, and cutting-edge algorithms
  • How direct indexing offers cost-efficiency, with fees comparable to ETFs (20 basis points), ensuring all added tax efficiency goes directly to you
  • And much more!

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Connect with Chris Osmond:

Connect with Centura Wealth Advisory:

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