#USA #West Palm Beach #Asset Management #Investment Strategies #SMArtX

Introduction

In a significant expansion of its services, SMArtX Advisory Solutions has recently announced the introduction of 16 new strategies from two prominent asset management firms: Fort Washington Investment Advisors and Tannin Capital. This expansion not only broadens the options available within SMArtX’s Manager Marketplace but also enriches the investment landscape for financial advisors and their clients.

The New Strategies

Fort Washington Investment Advisors

Fort Washington brings three innovative strategies to the table:

• - Dividend Equity: A strategy focused on generating income through dividend-paying stocks.
• - Large Cap Focused Equity: This strategy zeroes in on large-cap companies, which tend to be more stable and provide consistent returns.
• - Small Company Equity: A growth-oriented strategy targeting small-cap stocks with potential for significant capital appreciation.

Tannin Capital

Tannin Capital adds a robust array of strategies to the mix, including:

• - Absolute Return: Aiming to deliver positive returns in various market conditions, this strategy is especially appealing during volatile periods.
• - Core Equity: This strategy targets a balanced approach between growth and value, seeking stability and moderate growth.
• - Equity Hedge: Designed to reduce exposure to market risk through hedging positions.
• - Large Cap Dividend, Large Cap Value, and Small Mid Cap: Strategies focusing on established companies with high dividend yields, value opportunities, and small to mid-sized firms respectively.
• - Tactical Allocation: A flexible approach that seeks to optimize returns while managing risk based on market conditions.
• - Tax-Exempt Strategies: For clients seeking tax efficiency, Tannin has introduced several tax-exempt core strategies focusing on different bond durations.
• - Total Return: A comprehensive strategy aiming at maximizing overall returns

The SMArtX Manager Marketplace

SMArtX's Manager Marketplace now boasts a diverse portfolio of 1,565 strategies from 323 distinguished asset management firms. This expanding array of options empowers advisors to create personalized investment portfolios tailored to the specific needs of their clients.

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm about the marketplace's growth, noting that it continually enhances advisors' ability to customize portfolios while providing asset managers a platform to reach more clients.

Benefits for Advisors and Investors

The addition of these strategies brings numerous benefits:
1. Diverse Investment Options: Advisors can choose from a wider array of investment strategies to meet the unique objectives and risk tolerances of their clients.
2. Growth Opportunities: The inclusion of small-cap strategies offers potential for greater growth, catering to clients looking for high-return opportunities.
3. Risk Management: The hedge and tactical strategies allow advisors to mitigate risks in uncertain market conditions.
4. Tax Efficiency: The new tax-exempt strategies provide options for investors wanting to maximize their after-tax returns.

Conclusion

In a rapidly evolving financial landscape, SMArtX Advisory Solutions’ commitment to expanding its strategy offerings illustrates its dedication to innovation in managed accounts technology. For advisors aiming to navigate complex investment choices, the SMArtX platform stands out as a resourceful and adaptive tool. By leveraging these new strategies, advisors can better serve their clients’ needs and enhance portfolio performance.

For more information or to explore these strategies in detail, visit the SMArtX Manager Profiles.