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Meet the Manager Webinar | O’Shaughnessy Asset Management, LLC

April 18 @ 10:00 am

Join AlphaCore Wealth Advisory as we host our upcoming Meet the Manager webinar featuring O’Shaughnessy Asset Management, LLC, a renowned leader in custom equity investing. During the discussion, we will introduce a range of compelling custom investment solutions that aim to address both tax efficiency and active investment engagement. Based in Stamford, Connecticut, O’Shaughnessy Asset Management, LLC (OSAM) boasts a distinguished history of more than 25 years in delivering quantitative investment solutions through separately managed accounts.

During the discussion, we will showcase OSAM’s cutting-edge software, Canvas, which equips AlphaCore advisors with tools to construct what we believe to be robust and tax-efficient equity portfolios for our clients.

Key discussion topics will include:

  • Direct SMA equity solutions
  • Demo tax-loss harvesting capabilities while showcasing how tax losses from the OSAM equity portfolio can be used to offset capital gains in other parts of your portfolio
  • Active factor investing
  • Canvas – software designed to construct thoughtful and personalized equity portfolios tailored to each client’s unique needs

We invite you to join us on Thursday, April 18, at 10 a.m. PT/1 p.m. ET to discover the exciting new advantages AlphaCore Wealth Advisory brings through our partnership with OSAM. This collaboration blends thoughtful investment management with state-of-the-art software with the goal of bringing innovative equity solutions for you. To register for this event, please follow this link. 



April 18
10:00 am
Event Category:

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