Rey Santodomingo, CFA, Managing Director, Investment Strategy

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Three Advantages of a Custom Passive SMA for the Taxable Investor Three Advantages of a Custom Passive SMA for the Taxable Investor

byRey Santodomingo, CFA, Managing Director, Investment Strategy

Apr 15, 2021

3 Min Read

Latest news

businessman with briefcase walking up steps advisor growth

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Wealth Managers and RPA Advisors

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Feb 26, 2025
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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value
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WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination
Feb 20, 2025
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Building Connections with Affluent Women Clients
Mar 4, 2025
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