On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha.
They discuss OSAM’s evolution from a quant shop to a full portfolio solution for advisors, the growing appeal of direct and custom indexing, and why the concept “clicks” once you understand it. The conversation covers tax loss harvesting, managing concentrated positions, and solving the challenge of low-basis legacy holdings without triggering massive tax bills.
They also touch on more complex strategies and why, despite the technology, the role of the financial advisor is more important than ever.
Watch it HERE!
