PMA
CHOOSE YOUR SMA
DIRECT INDEXING
MULTI-MANAGER ACTIVE
CORE EQUITY
TAX MANAGEMENT
Access active year-round strategies designed to systematically build tax assets and maximize after-tax wealth
TAX-EFFICIENT
TRANSITION MANAGEMENT
Develop an optimal portfolio transition plan and implement it by leveraging a timeline or tax budget approach.
DIVERSIFY CONCENTRATED
STOCK POSITIONS
Address the risk of concentrated stock by diversifying the position over time while minimizing tax costs
CHARITABLE GIVING
Maximize charitable giving and reduce tax liability by donating stocks that have higher embedded gains.
SECURITY / INDUSTRY
RESTRICTIONS
Limit the purchase of securities or industries the investor already owns.
CATEGORY AND
THEME-BASED RESTRICTIONS
Reflect investors'
personal preferences.
Overview: This is built with SVG shapes for the tabs and the center circle. When you mouse over a tab, or tap (click) on mobile, the tab fills with gradient and the center circle fills with info about that tab and has gradient background fill.
Text: The text in the outside tabs are SVG shapes (Ceros cannot curve text). All text in the center circle is live text.
Interactions: Hover/click interactions on each hotspot change states on the SVG shapes for the tab being selected AND the center. It also HIDES the PMA static state text in the center circle, and SHOWS the appropriate info text for the tab being selected.
Each tab is organized in its own folder with:
CTxt [TabName] - A group of the text and line that are show in the center circle when selected a tab. This group remains hidden by default.
Txt_[TabName] - This is SVG text that is the curved tab text. IT IS NOT LIVE TEXT.
S_[TabName] - this is the tab shape. It has a DEFAULT state of light gray, and HOVER state gradient. Each gradient is unique so that they all combine to give the illusion of one continuous gradient fill across all tabs and center circle.
The Center Circle folder has:
Center Txt Static - This is the static state of the center circle. It has large PMA and other text
S_CenterCircle - This is the shape of the center circle. It has a DEFAULT state of light gray, and HOVER state gradient. The gradient fill is unique to it and combines with the hover-state gradient fills in the tabs to give the illusion of one continuous gradient fill.
Hotspots are used for all interactions. EACH hotspot has these interactions.
ON CLICK (for mobile)
-HIDE CTxt for ALL OTHER tabs (this hides all other tabs that may be showing)
ON CLICK (for mobile)
-SHOW CTxt[TabName} (this shows the center text for the selected tab)
ON CLICK (for mobile)
-HIDE Center Txt Static (this hides the static state PMA text in the center circle)
ON CLICK (for mobile)
- Change Target State to HOVER STATE for S_[TabName] and S_CenterCircle (this turns on the gradient for the selected tab and center circle)
ON HOVER (for desktop)
-SHOW Ctxt[TabName] (this shows the center circle info text for the selected tab)
ON HOVER (for desktop)
-HIDE Center Txt Static (this hides the static state PMA text in the center circle)
ON HOVER (for desktop)
- Change Target State to HOVER STATE for S_[TabName] and S_CenterCircle (this turns on the gradient for the selected tab and center circle)