GDX360 focuses on lowering trading costs, fees and taxes using household-level rebalancing and portfolio management.
You have the possibility of fewer positions, lower trading costs, and reduced taxes.
And with this, the possibility of greater value.
Many firms manage portfolios at the account level. For a household with multiple accounts, account-level rebalancing requires more trades, as each account is traded to reset the account’s allocation. More trades = more costs.
Not Wealthcare. We manage portfolios at the household level. This gives us greater flexibility when it comes to trading and rebalancing because it provides us with the opportunity to lower trading costs and reduce tax impact.
With household-level portfolio management, we can look across a client’s entire household to determine a cost-effective way to rebalance. And do so while reducing the number of trades needed.
Lower fees and trading costs, combined with smart tax management processes. It’s common sense.
Makes you wonder why more firms don’t use household-level portfolio management.
It’s in your client’s best interests. And yours too.