Parametric launches tax harvest core separately managed accounts

Seattle, july 20, 2021 /prnewswire/ -- parametric portfolio associates llc (parametric), the leading separately managed account (sma) manager,1 today announced the launch of parametric tax harvest core, extending the range of tax-managed sma solutions offered by parametric to financial advisors and investors. parametric tax harvest core is designed to meet the needs of u.s. taxable investors with portfolios of $100,000 or above, a lower minimum than most tax-managed custom smas available today.
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