Seek diversification with less taxation
BlackRock Tax Managed Equity SMAs

Seek diversification with less taxation

Taxes may impact your clients ability to pursue their optimal long-term investing goals. A tax-managed approach may be able to help.

Introducing BlackRock Tax Managed Equity SMAs

A professionally managed portfolio of individual securities - a separately managed account or “SMA”- can be customized to help your client manage taxes and get diversified. BlackRock has two ways to get started.
Tax Neutral Transition Portfolios
Tax Neutral Transition Portfolios
Over time, BlackRock transitions your client’s low-cost basis portfolio to an index-like portfolio with potentially little or no net capital gains generated.
Tax Loss Harvest Portfolios
Tax Loss Harvest Portfolios
BlackRock invests your client’s cash or low-cost basis portfolio in an index-like portfolio, trading the account seeking to maximize capital losses and track the benchmark.
Diversified across approximately 350 stocks
$250,000 Investment minimum
Can be funded by cash and/or in-kind assets

The BlackRock Difference

BlackRock’s latest tax management solution builds your client a customized portfolio that mirrors the S&P 500 Index but can reduce your potential tax liability.
Personal, one-on-one service
Personal, one-on-one service
When you work with BlackRock, you have access to a personal portfolio manager who serves as a true partner and has specific expertise in customizing SMAs.1
State-of-the-art technology at a competitive price
State-of-the-art technology at a competitive price
BlackRock’s tax management technology allows us to efficiently execute trades in your client’s portfolio.
A leader in SMAs
A leader in SMAs
BlackRock is an industry leader in SMAs with $97B in assets under management, 91K SMA accounts and 30+ available strategies.2

Tame the monster

Don’t let capital gains keep you up at night. Show your clients how you can help them slay the tax monster.