Quantinno Capital Management is an investment adviser specializing in personalized long/short managed account solutions for taxable investors. Its investment approach uses systematic investing and long/short equity strategies to pursue tax-loss harvesting opportunities while addressing clients’ portfolio needs. The firm describes itself as a pioneer in long/short equity tax-loss harvesting within managed accounts.

Quantinno offers several solutions. DEALS Core builds tax-efficient core equity portfolios and is designed to potentially refresh tax benefits from long-only tax-loss harvesting strategies that have become difficult to use. DEALS Exchange helps clients transition from concentrated stock positions to more diversified portfolios in a tax-efficient manner within a managed account. DEALS Overlay lets clients retain existing assets while adding an investment overlay intended to generate tax benefits and support after-tax wealth goals.

The firm also shares information about its investment team, strategies, risk management, and tax-loss harvesting through its website’s resources and articles. Quantinno is registered with the U.S. Securities and Exchange Commission and notes that its services do not include tax, legal, or accounting advice.