We offer solutions adapted
to your needs
We will co-design the portfolios with you, following a practical and effective approach
We can help you with two models
We do it for you
Our team of experts will support you to create a tailored portfolio for you clients leveraging our proprietary direct indexing technology.
Client needs assessment
Run scenarios
Portfolio optimization
Initial trade and setup
Monitoring
Rebalancing
You do it yourself coming up soon
You will have access to a platform that will allow you to create, manage and monitor all your clients portfolios.
Portfolio Screening
Tax harvesting
Portfolio optimization
Integration with brokers
Monitoring and reporting
Portfolio analysis
We do it for you: Our 4 products
Asset Allocation Strategy
Product features
Assess current asset allocation
Propose potential improvements leveraging passive instruments (ETFs + Direct Indexing SMAs)
Run simulations to help inform the decision
When to use?
Client has a highly concentrated portfolio or change in risk appetite
Clients is looking for cheaper financial instruments (e.g. ETFs, DI SMAs)
Direct Indexing Core portfolio
Product features
Define tracking signal for US equity (e.g US large caps)
Create DI portfolio
Capture tax harvesting opportunity
Monitor and rebalance portfolio with minimal tracking error
When to use?
Clients wants active management of taxes and appreciate a systematic way to capture tax benefits
Clients is looking for cheaper financial instruments (DI SMAs)
Direct Indexing customized portfolio
Product features
Define tracking signal for US equity (e.g US large caps)
Screen stocks universe based on clients priorities (e.g. ESG factors, Divident yields, Growth vs. Alpha, ESG factors, etc.)
Monitor and rebalance portfolio with minimal tracking error
Monitor and rebalance portfolio with minimal tracking error
When to use?
Clients wants active management of taxes and appreciate a systematic way to capture tax benefits
Clients appreciated a highly customized portfolio
Clients is looking for cheaper financial instruments (DI SMAs)
CITEC end to end solution
Product features
Assess current asset allocation
Propose potential improvements leveraging passive instruments (ETFs+Direct idexing SMAs)
Run simulations to help inform the decision
Define tracking signal for US equity (e,g US large caps)
Screen stocks universe based on clients priorities(e.g. ESG factors, Dividend yields. Growth vs. Alpha, ESG factors, etc)
Monitor and rebalance portfolio with minimal tracking error
When to use?
Client has a highly concentrated portfolio or change in risk appetite
Clients is looking for cheaper financial instruments (e.g. ETFs, DI SMAs)
Clients wants active management of taxes and appreciate a systematic way to capture tax benefits
Clients appreciated a highly customized portfolio
Common use cases for our solutions
APPLE EXECUTIVE holding a large company stock portfolio with big capital gains
Proposed solution: CITEC will replicate the S&P-500 but excluding exposure to tech. sector and apple’s stocks; over time the tax losses generated by the portfolio will be used to sell the stocks without paying the associated tax bill
BUSINESS OWNER planning to sell the business to finance retirement
Proposed solution: CITEC will replicate the RUSSELL 2000 and focus in capturing tax harvesting opportunities; when the client sells the business, he can use the tax losses generated to offset part of the capital gains
BUSINESS OWNER planning to sell the business to finance retirement
Proposed solution: CITEC will replicate the RUSSELL 2000 and focus in capturing tax harvesting opportunities; when the client sells the business, he can use the tax losses generated to offset part of the capital gains
INSTITUTIONAL CLIENT looking for passive ESG products
Proposed solution: CITEC can create customized portfolios that will replicate an index while meeting defined ESG requirements (e.g. “O” emissions)