FOR WEALTH MANAGERS //

Personalization with institutional rigor.

Built for RIAs, family offices, and wealth platforms who need institutional-grade precision delivered at the individual account level.

  • RIAs
  • Family offices
  • Wealth platforms and TAMPs
  • Intermediaries

HOW WE DELIVER //

Institutional process, individual accounts.

01 //

SMAs

Direct ownership at the account level — full transparency, and the ability to layer on client-specific customization.

02 //

Model Portfolios

Delivered through leading TAMPs and model-delivery platforms for scaled, consistent execution across your book.

03 //

UMAs

Unified managed account access, blending V-Square strategies alongside other managers in a single portfolio.

CAPABILITIES //

Direct Indexing, built for your client.

01 //

Tax-Aware

Tax-aware equities built to pursue after-tax return, not just pre-tax performance.

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02 //

Completion

The V-Square Completion Portfolio (VCP) fills factor gaps left by a client's other managers and legacy holdings.

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03 //

Customization

Values-based exclusions and sustainability-focused overlays, applied without disrupting the core strategy.

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FEATURED CAPABILITY //

Active Tax Management.

Taxes can represent a meaningful share of a portfolio's real-world performance. We treat tax management as an optimization problem — balancing tracking error, turnover, and tax cost together.

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Custodian Setup

Cost-basis method and tax-lot tracking, set up thoughtfully from day one.

Tax-Loss Harvesting

Realizing losses to offset gains, while maintaining a similar risk/return profile.

Tax-Efficient Design

Low turnover, smart weighting, and holding-period discipline built into construction.

Refund Recovery

Pursuing recoverable dividend withholding tax on foreign holdings where applicable.

PLATFORM ACCESS //

Available through leading OCIO platforms.

GET IN TOUCH //

Ready to go beyond
off-the-shelf?

Whether you are an institutional allocator, OCIO platform, or RIA, we welcome a direct conversation about where V-Square fits in your portfolio construction framework.

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