SmartHarvest Portfolios, LLC

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1700 7th Ave
Seattle, WA 98101
+1 (206) 841-9944
https://smartharvestportfolios.com

SmartHarvest Portfolios, based in Seattle, WA, specializes in customized direct index portfolio solutions aimed at enhancing tax efficiency through advanced tax management techniques. Their innovative approach allows investors to hold individual stocks, providing greater personalization and the ability to strategically harvest tax losses.

With a strong focus on client service, SmartHarvest offers a range of tools including portfolio performance reporting, transition analysis, and white-label branding options. Their expertise in direct indexing not only addresses tax liabilities but also aligns investments with specific client values such as Socially Responsible Investing (SRI) and Environmental, Social, and Governance (ESG) criteria.

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United States›Washington›Seattle›SmartHarvest Portfolios, LLC

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