Quantinno offers personalized long/short managed account solutions to help maximize the after-tax wealth of clients.
DEALS Core not only builds tax-efficient core equity portfolios—it may recharge tax benefits from long-only tax loss harvesting strategies that have become “stuck”.
DEALS Exchange transitions clients from a concentrated portfolio to a diversified one in a tax-efficient manner—all within your managed account.
DEALS Overlay allows clients to hold onto existing assets while introducing the ability to generate tax benefits to help enhance after-tax wealth.
Hoon has spent his career innovating at the intersection of tax, portfolio management, and equity research.Our Team
Quantinno is the pioneer in long/short equity tax-loss harvesting in Managed Accounts.
We manage $2B+ in assets across hundreds of accounts.Frequently Asked Questions