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

Meet the Manager: O'Shaughnessy Asset Management, LLC

Please note: This webinar replay requires a password to view. Please reach out to your advisor or email us for access.

AlphaCore Wealth Advisory recently hosted a Meet the Manager webinar featuring special guests Ari Rosenbaum and Pat McStay from O’Shaughnessy Asset Management, LLC (OSAM).

OSAM is a renowned leader in custom equity investing, and we were thrilled to be able to share their insights on bringing innovative equity solutions to the advisor community with our attendees.

During this webinar, the OSAM team introduced a range of compelling custom investment solutions that aim to address both tax efficiency and active investment engagement. More specifically, they focused on:

  • Direct SMA equity solutions
  • Tax-loss harvesting capabilities, 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
  • And more

In addition, they introduced cutting-edge software Canvas, which is designed to construct thoughtful and personalized equity portfolios tailored to each client’s unique needs.

If you are interested in learning more about the custom investment solutions discussed during the webinar, please do not hesitate to contact us.

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