Investment Management
Coming SoonA future investment relationship designed to work with your tax strategy.
OSA is planning a coordinated approach that would connect investment management with the client's tax planning. The intended service would bring ongoing portfolio decisions, tax considerations, and long-term objectives into one professional conversation, through a separately engaged registered investment adviser.
Coming Soon. Future investment-advisory and investment-management services would be provided through an appropriately registered investment adviser under separate agreements and fees. Availability and timing are subject to provider arrangements, applicable registration requirements, and operational readiness. These services are not included in the current OSA tax-advisory subscription.
Intended areas of service
What the planned relationship would cover.
Described as an intention. Nothing on this page is available for enrollment, and the eventual scope depends on the future provider's own capabilities and review.
Portfolio management
Coming SoonA future advisory relationship may include portfolio construction, allocation, rebalancing, and monitoring under the adviser's agreement.
Tax-aware coordination
Coming SoonThe intended model would coordinate investment decisions with relevant tax considerations, client circumstances, and the engaged tax team.
Liquidity and transition planning
Coming SoonThe future service would consider liquidity needs, major transactions, concentrated holdings, and transitions where accepted within the advisory scope.
Ongoing review
Coming SoonThe planned relationship would include the review and reporting described in the adviser's service agreement.
Fee model
How it would be charged.
The planned investment-management offering may use a fee based on assets under management (AUM). The fee schedule, covered assets, billing terms, investment-related costs, and any tax-service charges will be disclosed before a future advisory engagement.
No AUM fee or investment enrollment is available today.
Investment involves risk, including loss of principal. Tax-aware management does not eliminate investment risk or guarantee a tax outcome or return.
Stay informed
Coming SoonWe will tell you if and when this becomes available.
Interest registration is for updates only. It is not an advisory application, investment recommendation, account opening, reservation, or agreement to transfer assets.
Coming Soon. Future investment-advisory and investment-management services would be provided through an appropriately registered investment adviser under separate agreements and fees. Availability and timing are subject to provider arrangements, applicable registration requirements, and operational readiness. These services are not included in the current OSA tax-advisory subscription.