Advisor Benefits

• Tool to unlock tax-frozen assets or attract new high net worth clients.

• M3’s solution is only offered through Advisors – We are built for you, not competing with you.

• M3 is custodian agnostic and completely open architecture utilizing any SMA strategy that is willing to provide their model.

• Manages all three phases of transition

• Low cost, turn-key solution

• M3 does the heavy lifting:

• Front end assessments

• Data consolidation

• Risk assessment

• Conversion of “hard copy” brokerage statements

Investor Benefits

• Potential to improve absolute returns¹ through enhanced tax alpha – investors can Earn More with More™ 

• Customized, diversified portfolio managed to pre-defined capital gains budget

• Alternative to collars or prepaid forward contracts

• Simplified reporting