Press Release: Altium Offers Altelligence
We are excited to unleash Altelligence! Our direct indexing strategies have proven to generate significant tax alpha. Altelligence enables advisors to deliver and quantify the value realized through tax management for clients, which has resulted in substantial savings for clients. Altelligence enables advisors and portfolio managers alike to provide an added layer of customization that addresses risk tolerance, cash flow, highly concentrated positions, client preferences, and other behavioral factors by leveraging a direct indexing strategy across clients’ entire portfolios.
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Altium Wealth Management, LLC. ("Altium") is an SEC registered investment adviser. For information about Altium's registration status and business operations, please consult the Firm's Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov<http://www.adviserinfo.sec.gov>.