Tax Overlay Campaign

Overlay Services Brochure

Tax Overlay Service: Tax-Efficient Investing

The Tax Overlay Service is designed to help reduce tax exposure with the goal of improving after-tax returns.

Configuration Guide - FSP Tax Management

The Fund Strategist Tax Management Service service allows a client to open an FSP Account under an FSP Program and control the tax cost of trading towards their selected FSP Product’s model holdings.

After-Tax Reporting Configuration Guide

Accounts using the FSP Tax Management and Tax Overlay (UMAs) services have access to a unique online report called “Tax Overlay Benefits”. Note, this is a report that is visible to all Admin users.

After-Tax Performance Reporting: Demonstrating the Potential Value of Tax Overlay

This enhanced reporting capability allows you to show your clients how you affected their after-tax performance by implementing our Tax Overlay service.

After Tax Reporting FAQ

Fund Strategist Tax Management Service Brochure

ActivePassive PMC ETF Portfolios + FSP Tax Management Case Study

ActivePassive PMC ETF Portfolios + FSP Tax Management

PMC Tax Overlay Portfolio Diversification Service Fact Sheet

Proposed Asset Transition Summary (PATS) Fact Sheet

Tax Overlay Services Fact Sheet

Overlay Services FAQ

Tax Managing FSP Sleeves in a UMA FAQ

Tax Managing FSP Sleeves in a UMA