Wealth Managers
Your relationship with your clients is everything. We want to help you nurture and strengthen those relationships by providing the solutions that solve investors’ financial challenges.
From retirement planning to wealth accumulation to income generation, our solutions allow you to take an active role while benefiting from our expertise.
Built for your clients
Parametric’s comprehensive suite of customized portfolio solutions fits into any sleeve of your client's portfolios. Whether your clients need actively managed investments or index-based solutions, you’ll find the right tools for the job. This is a three-step process:
Flexibility
Learn more >>
Customization
Learn more >>
Continuous management
Learn more >>
We provide ongoing oversight with risk management, trading and execution, year-round tax-loss harvesting, and robust client reporting.
What's important to you?
Clients can apply tax, factor, and ESG themes across most of our solutions.
Next-level technology
We’re committed to providing you with deep insights into your clients’ investments. That's why we’ve built robust reporting and tools, accessible on secure platforms with easy-to-use interfaces—allowing you to build and evaluate portfolios customized to each client's needs.
Tax efficiency through advanced technology
Even sophisticated fixed income investors can miss opportunities to boost tax efficiency. Learn how Parametric's advanced technology can help investors navigate complex rate environments and enhance potential after-tax returns.
