Investment Strategy & Portfolio Engineering
Purpose-Built Portfolios Designed for Resilience, Not Reaction
Evidence-based portfolio design aligned with goals, risk tolerance, and tax efficiency
About This Service
Globally diversified portfolios custodied on Goldman Sachs Custody Solutions' institutional platform, managed across the taxable, tax-deferred, and tax-free buckets. We use direct indexing and lot-level tax-loss harvesting to keep more of what you earn, and — for those who qualify — provide access to private market alternatives, private credit, and structured solutions. Where suitable, concentrated positions are hedged with collars, financed through institutional lending, or unwound deliberately.
Who This Is For
- You want a structured investment strategy
- You are concerned about volatility or risk
- You want tax-aware portfolio design
What's Included
- Direct indexing & lot-level tax-loss harvesting
- Private market alternatives, private credit & structured solutions, for those who qualify
- Options collars & institutional securities-based lending, where suitable
- Taxable / tax-deferred / tax-free bucket management
- Institutional custody at Goldman Sachs Custody Solutions
Frequently Asked Questions
We're adding FAQs for this service soon. In the meantime, browse all FAQs or ask us directly.
A Client's Experience
A VP of Engineering held 70% of his net worth in company stock after years of RSU vesting. Through a systematic, tax-aware diversification plan spread over three years — coordinated with his 10b5-1 trading plan — we reduced his concentration from 70% to under 20% while managing the tax impact to a level he found comfortable.
These are hypothetical scenarios for illustrative purposes only and do not represent actual clients or results. Past outcomes do not guarantee future results.
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