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Specialty SMA Portfolios
are built for a
specific purpose.
Portfolios
Specialty
SMA Portfolios
Built for a specified purpose, such as diversifying away from a highly appreciated, concentrated position.
Specialty SMA Portfolios solve specific problems.
A long-short SMA may allow you to diversify away from a highly appreciated, concentrated position without creating a tax issue.
If you want to exit a position because you are concerned about its long term prospects, but are worried about the tax consequences of selling, our Specialized SMA portfolios could help.
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