past event
Diversifying Through Strategic Asset Location
Nov 18, 2025, Tue | 11pm UTC
About this session
Over the past few months, the Arta team hosted sessions aimed at helping members better manage concentrated positions, from derivative strategies to Tax-Smart Portfolio Transitions. In the final session of our three-part Overconcentration Series, we’ll take a fresh look at diversification through the lens of asset location – not just asset allocation.
Join us as we unpack how thoughtful placement of your assets across different tax-advantaged, tax deferred, and tax-exempt account types can help optimize your portfolio, minimize tax drag, and grow your wealth more efficiently.
DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.
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