You help your clients earn more. We can help them keep more.

M3 is an active tax overlay manager that brings a fresh solution to one of the most frustrating obstacles to managing portfolios or implementing investment strategy changes for high-net-worth investors: capital gains tax burdens.

Combining a models-based approach with our proprietary Global Trading System™ (GTS), to execute a Perpetual Harvest™, M3 provides high-net-worth investors with control over capital gains taxes that may ultimately produce higher absolute returns(1).