Why Alternum?
SOLVING A COMMON PROBLEM
Portfolio Gains —> Concentration Risk
Years of portfolio gains lead to large portfolios of public equities
Portfolio Rebalancing —> Tax Inefficiency
Friction when attempting to rebalance portfolio.
HOW IT WORKS
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Portfolio Growth
Years of compounded return bring portfolios to all time highs.
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CONVERSION TO PRIVATE ETF
Portfolio of securities packaged into a unique, proprietary ETF
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REBALANCE PORTFOLIO
Ability to diversity, sell, replace securities without triggering immediate tax event.
Overview
A deep dive into the advantages of the Alternum Custom ETF.