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A Custom Index is a separately managed account (SMA) that leverages automated tax loss harvesting to improve an investor’s after-tax returns while customizing to their unique needs and preferences.
Track a desired model or index
Programmatic tax loss harvesting and transitioning
Customizable for individual clients
More than Direct Indexing – harnessing the power of modern technology to give you ultimate control and scale.
- Passive and active equity and fixed income exposure in a single account
- 60+ Customization Levers
- Daily Tax Loss Monitoring
- Account-level Performance
- Fully Digital Account Onboarding and Management
Why Canvas?
Canvas users are growing nearly 2x faster than peers.
Stickier
Save real dollars
regardless of market environment
Add time back
into your day
Custom and Direct Indexing growth is expected to exceed that of ETFs, Mutual Funds, and the overall separate account market”.
Is Canvas fit for you?
High-Net-Worth Investors
Leverage Canvas to efficiently manage a suite of investment models that can be customized to client needs.
The Company Executive
Easily incorporate a client’s human capital risk into the management of their portfolio.
The Activist
Implement precise values-based portfolios with transparency behind how your decisions can impact investment objectives.
The New Prospect
Offload the transitioning of newly won business in a tax-efficient process.
The Local Business Owner
Use Canvas to bank losses that can be used to offset future gains from the sale of a business.
The Loyal Employee
Create a diversification plan to reduce concentrated stock ownership while minimizing capital gains.