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The Importance of Tax Overlay

By Jordan Darr, Director of Overlay Portfolio Management

Webinar Hero 12 04 20

Our Senior Product Manager, Jordan Darr discusses the Importance of Tax Overlay. The main purpose of an overlay manager is to identify the most tax-advantageous way to carry out trading instructions. In this webinar we explore:

Why do taxes matter?Strategies to reduce your clients’ tax burden and drive your alphaHow do I get started?

By Jordan Darr, Director of Overlay Portfolio Management

For financial professional use only.


Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

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C24-20942 | 02/2024 | EXP 2-28-2026