Differentiate Your Practice With Superior Tax Strategies.

10x more tax losses than Direct Indexing. $10,000 minimum.

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Disclaimer
Research by Sosner et al. (2022) demonstrated that the average cumulative net capital losses of direct indexing strategies rarely exceed 30% of the initial investment, even with optimization and capital inflows. Multiple studies have quantified the performance and tax benefits of tax-aware long-short relative to direct indexing. Liberman et al. (2023) conducted a series of historical simulations comparing the two strategies under identical benchmark, turnover, and rebalancing constraints. They found that tax-aware long-short strategies can achieve cumulative net capital losses exceeding 100% of the initial capital within three years. This far exceeds the plateau of direct indexing.

Direct Indexing Is Yesterday’s Strategy. Offer What’s Next.

Smarter tax alpha. More flexibility. Lower barriers.

Tax-Aware Long/Short (TALS)
vs. Direct Indexing (DI)
Tax-Aware Long/Short
Why alphaAI Capital’s TALS is Better
Direct Indexing
Why Direct Indexing Falls Short
Pricing
Tiered, from 0.40%
Tiered, from 0.40%
Delivery Vehicle
SMA
SMA
Loss Harvesting
Up to 10x or more losses than DI
Losses typically cap out at 30% of principal over 8 years
Tax Alpha Consistency
Consistent, year after year
Significantly diminishes over time
Asset Type
ETFs (Flexible)
Individual Stocks (Restrictive)
Portfolio Interference
Minimal
Interferes with broader holdings
Client Experience
Delivers pre and post-tax alpha
Passively track a benchmark
Minimum Account Size
$10,000
$100,000+ minimum
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Disclaimer
Research by Sosner et al. (2022) demonstrated that the average cumulative net capital losses of direct indexing strategies rarely exceed 30% of the initial investment, even with optimization and capital inflows. Multiple studies have quantified the performance and tax benefits of tax-aware long-short relative to direct indexing. Liberman et al. (2023) conducted a series of historical simulations comparing the two strategies under identical benchmark, turnover, and rebalancing constraints. They found that tax-aware long-short strategies can achieve cumulative net capital losses exceeding 100% of the initial capital within three years. This far exceeds the plateau of direct indexing.

How Tax-Aware Long/Short Works

Fully Automated. Zero client friction.

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Two large arrows on a dark background; a glowing blue upward arrow labeled 'LONG 135%' on the left and a dark downward arrow labeled 'SHORT 35%' on the right.

Stage 1

Base Configuration:
135% Long / -35% Short

Stage 2

Adjust short exposure to generate pre-tax alpha.

Diagram showing two rectangular blocks with percentages: 'LONG 135%' in light blue on the left and 'SHORT 35%' in dark blue on the right, connected by circular arrows.
Graphic showing a 35% short with a downward arrow and text 'Losses Generated' below a declining neon arrow graph.

Stage 3

Losses are continually generated by shorts.

Stage 4

Harvest losses annually.

Illustration showing a glowing downward arrow pointing to a box labeled 'LOSSES', a scissor icon cutting, and an arrow pointing to a box labeled 'ANNUAL HARVEST'.
Diagram showing tax losses represented by a dollar bill icon flowing into a shield with a checkmark, which then leads to an upward arrow labeled 'Offset'.

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.

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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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Grow your client base.

Attract high-earning clients looking for smarter tax strategies — and stand out from advisors offering plain vanilla direct indexing.

Automate portfolio management.

Our SMA handles everything from tax-loss harvesting, rebalancing, and trade execution — so you can focus on clients, not spreadsheets.

Position yourself ahead of the curve.

Get access to advanced tax-aware strategies typically reserved for hedge funds, starting at a low $10,000 minimum.

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