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SMArtX Virtual Awards Strategy Spotlight – Clark Navigator Fixed Income Total Return

Best Overall - Most Assets Clark Navigator Fixed Income Total Return featuring Glenn Dorsey, CFA®, CAIA®, SVP, Head of Portfolio Management Link to this WEBINAR In the sixth episode of the SMArtX 2021 Virtual Awards Webinar, SMArtX CEO Evan Rapoport sits down with Glenn Dorsey, CFA®, CAIA®, SVP, Head of Client Portfolio Management, to discuss Clark Navigator Fixed Income Total Return strategy winning Best Overall - Most Assets in this year’s awards. Evan and Glenn talk about the importance of...

SMArtX Virtual Awards Spotlight – Russell Investments Tax-Managed Solutions

Russell Investments featuring Rob Kuharic, Investment Strategist at Russell Investments Tax-Managed Portfolios Link to this WEBINAR In the fifth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Rob Kuharic, Investment Strategist at Russell Investments, helping to manage their tax-managed solutions, to discuss the best ways to keep more of what you earn. Evan and Rob discuss why Russell Investments is so focused on tax efficiency, how they achieve...

SMArtX Virtual Awards Spotlight – Global X Thematic Disruptors ETF Model Portfolio

Best Overall Performance  Global X Thematic Disruptors ETF Portfolio with Jon Maier, Chief Investment Officer of Global X.   Link to this WEBINARIn the fourth episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Jon Maier, the Chief Investment officer of Global X Thematic Disruptors ETF Model Portfolio, to discuss winning Best Overall Performance in this year’s awards. Evan and Jon talk about why Global X is always looking at the future, the very...

SMArtX Virtual Awards Spotlight – Chapoquoit Dynamic Portfolios – Aggressive

Best Balanced Strategy  Chapoquoit Dynamic Portfolios-Aggressive with Phil Nehro, Portfolio Manager of Chapoquoit and Richard Oberuc, the Portfolio Manager of Chapoquoit.    Link to this WEBINAR In the third episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with Phil Nehro, CFP and Richard Oberuc, the Portfolio Managers and Investment Advisor Representatives of Chapoquoit, to discuss Chapoquoit Dynamic Portfolios-Aggressive winning the Best Balanced Strategy...

SMArtX Virtual Awards Spotlight – Kingsview Investment Management Blue Chips Elite

Best Risk-Adjusted Returns – Equities Kingsview Investment Management Blue Chips Elite featuring Scott Martin, CIO, and Co-Portfolio Manager Neil Peplinski Link to this WEBINAR In the second episode of the SMArtX 2021 Virtual Awards Webinar Series, SMArtX CEO Evan Rapoport sat down with Scott Martin, CIMAⓇ — the CIO of Kingsview — and Neil Peplinski, CFA — the Co-Portfolio Manager of Kingsview — to discuss Kingsview Investment Management Blue Chips Elite Portfolio winning the Best...

SMArtX Virtual Awards Strategy Spotlight – IDX Crypto Opportunity Index

Best Performing Direct Index Strategy IDX Crypto Opportunity Index featuring Ben McMillan, Founder & CIO of IDX Insights   Link to this WEBINARIn the first episode of the SMArtX 2021 Virtual Awards Podcast, SMArtX CEO Evan Rapoport sat down with the Founder and CIO of IDX Insights, Ben McMillan, to discuss IDX Crypto Opportunity Index winning the Best Performing Direct Index Strategy in this year's awards. Evan and Ben talk about the importance of mitigating risk in the marketplace, how...

Tax Harvesting with SMArtX Advisory Solutions

The word Harvest, symbolic during the Fall season, has its origins from the 5th century and the Anglo-Saxons haerfest “autumn”. An old term used in modern society today, to harvest means to gather or refers to the season itself for gathering crops. In investing, we have adapted the word ‘harvest’ to refer to end-of-year tax-planning, performed on behalf of clients, which seeks to reduce their tax liabilities by offsetting capital gains with losses. The net effect of harvesting is to reduce a...

Forget To Mention They Added Cash to the Account?

Do Your Clients Deposit Money into their Brokerage Accounts and Not Tell You? Clients do not always provide the same information flow that they may expect of their investment advisors. Events may change the impetus for a financial plan and investment decisions are made without the input of the investment advisor on occasion. One aspect that affects the performance of a portfolio, and possibly the perception of the investment advisor’s acuity, is when a client moves cash into the account being...

Unified Managed Accounts (UMAs)

UMAs are the Modern Day Evolution of Brokerage Account Structures Unified Managed Accounts (‘UMAs’) are the result of an industry that originated with brokers opening commission-based accounts with no access to third party managers which then migrated to SMAs with relatively high minimums and only one strategy. UMAs were inspired by an industry seeking greater transparency, better information flow, and increased ease of use, all with lower administrative burdens, and are being adopted at an...

Product TAMPs vs. Platform TAMPs

Limited by Your Strategy Selection? Many firms these days call themselves turnkey asset management platforms (‘TAMPs’) but beneath the name there are ‘product’ TAMPs and ‘platform’ TAMPS. The difference? With a ‘product’ version, almost all the strategies are theirs and the ‘managers’ are them. These are product platforms being run by asset managers, not full service ‘platform’ TAMPs being run by an independent platform provider like SMArtX Advisory Solutions. These ‘product’ versions can...