michael.pendergrass
Acronym
Northfield Information Services, Inc
Product ID
MARS_Managed_Accounts_Rebalancing
Description

Risk analysis and rebalancing of taxable heterogenous accounts.

Images
Image
MARS_1
Details
  • MARS transition analysis report shows trade off between potential portfolio risk reduction and estimated tax impacts
Features
  • Large scale automated portfolio rebalancing platform installed on client site
  • Model management, risk reporting, tax optimization
  • House hold rebalancing
     
Vendors
Northfield Information Services, Inc
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Risk Analysis
Trading & Rebalancing
Ad Hoc Tags
DoubleClick Tags

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