Differentiate Your Practice With Superior Tax Strategies.
10x more tax losses than Direct Indexing. $10,000 minimum.
SIPC Member
SEC Registered
128-Bit+ Encryption
Fiduciary
Direct Indexing Is Yesterday’s Strategy. Offer What’s Next.
Smarter tax alpha. More flexibility. Lower barriers.
vs. Direct Indexing (DI)
How Tax-Aware Long/Short Works
Fully Automated. Zero client friction.
Stage 1
Base Configuration:
135% Long / -35% Short
Stage 2
Adjust short exposure to generate pre-tax alpha.
Stage 3
Losses are continually generated by shorts.
Stage 4
Harvest losses annually.
Stage 5
Losses used to offset capital gains or carried forward.
Help Clients Offset Taxes
From Real-World Events
Selling stocks
Use harvested losses to offset realized capital gains.
Selling a business
Generate losses over multiple years to reduce capital gains from a future sale.
Real estate exits
Reduce taxes paid on real estate sales, which are taxed as capital gains.
Annual tax alpha
In years without capital gains, tax losses can be carried forward indefinitely.
Institutional Muscle. Boutique Control.
Gain access to hedge-fund-grade trading, margin, and compliance infrastructure—without building it yourself. Our SEC-registered platform handles custody, execution, and reporting, so you can deliver sophisticated strategies through a modern, low-friction SMA.
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Frequently Asked Questions
Find answers to common questions about alphaAI's advisor solutions.
How is this different from direct indexing?
TALS goes beyond direct indexing by incorporating both long and short positions, allowing for significantly greater tax-loss harvesting, up to 10x or more annually, without relying on market downturns.
What’s the minimum investment?
The minimum account size is $10,000, making advanced tax-aware strategies accessible to a broader range of clients than traditional direct indexing (typically $100,000 minimum) or hedge fund solutions (typically $1 million minimum).
How is this delivered to my clients?
Think of alphaAI as an alt delivered via a separately managed account (SMA). The management of the SMA is fully automated and integrated with SEC-registered custody, execution, and reporting. There’s no new tech to install or manage.
Will this compete with my existing strategies or model portfolios?
Not at all. TALS is designed to complement your existing offering—use it as a tax-efficient sleeve or a differentiator for specific client segments.
How do I get started or test this with clients?
We’re onboarding a limited number of early advisors into our pilot program. You’ll get white-glove onboarding, direct access to our investment team, and priority client support.
Is this strategy compliant with my fiduciary obligations?
Yes. TALS is managed by a registered investment advisor and follows a systematic, rules-based process. All trades are executed through Alpaca, an SEC-registered and SIPC-insured custodian, and full transparency is provided for compliance review.
What are the fees?
We charge a transparent $100 monthly fee per onboarded advisor, and management fees are tiered, starting at 0.4% per year. Pricing is negotiable for our pilot customers.