Our Implementation & Trading services are offered as an add-on for our Portfolio Management Consulting clients. These services support model-based portfolio implementation and management, including periodic rebalancing, tax loss harvesting, and cash management relating to deposits or withdrawals. This is a non-discretionary service, and therefore Advisor clients can chose to direct our trading of their client accounts’ or they can delegate subject to specific guidelines provided and predefined tolerances.
We can apply advisors’ custom models developed with our Portfolio Management Consulting practice, and/or Genesia’s portfolio models. We can implement and maintain assigned portfolios on an account basis or household level. With household level management, we can support Asset Location considerations. In addition to periodic tax loss harvesting, we can also implement tax sensitive transitions of non-model holdings
