SEIZE UNCERTAINTY TO DEMONSTRATE VALUE
Act as a trusted guide for clients
Proactively communicate with clients during periods of uncertainty, present data to discourage emotional decision-making, and use near-term volatility to find long-term opportunities.
Consider emphasizing quality sectors selling at a discount, boosting risk-adjusted return potential via bonds amid elevated yields, and redeploying cash into short-duration fixed income with added return potential.
Focus on stability without sacrificing potential
POSITION PORTFOLIOS FOR RESILIENCE
Capitalize on current conditions to highlight how direct indexing can help optimize after-tax outcomes by leveraging volatility to harvest losses that can offset taxable gains.
Use volatility to convey the benefits of direct indexing
PROMOTE AFTER-TAX POTENTIAL
Embrace private markets in pursuit of unique opportunities and uncorrelated returns, such as geographically dispersed real estate or carefully curated middle-market business loans.
Take portfolio diversification to another level
DIVERSIFY WITH PRIVATE MARKETS
