Frequency
Intraday opportunity capture
Most platforms rebalance monthly or quarterly using prior-day closing prices. We monitor and trade throughout the day — snapping intraday prices to identify and harvest losses that end-of-day systems never see.
Precision portfolio management at scale
Portfolio management built around the details that matter.
Concentric combines 25 years of portfolio optimization experience with expertise, efficiency in execution, and direct client engagement.
Meet Concentric
Built on experience. Designed for scale.
Founded in 2001, Concentric manages customized portfolios built to support the objectives of family offices, independent RIAs, institutions, and more.
25+
years of direct
indexing and portfolio
optimization
$15B+
in assets under management across our core capabilities, as of 09/30/2026
5,000+
clients, including family offices, independent RIAs, and more
Why Concentric
Built around the details that matter.
Customization
Every portfolio, processed individually
The Concentric Optimization Framework processes each account on its own terms. Fully customizable, modular by design — client-specific constraints are accommodated across the entire book of business.
Scale
Built to scale without cutting corners
Architected from day one to grow without sacrificing time. As AUM has grown, rebalance times shorten and efficiencies are gained without compromise.
Our Capabilities
One platform. Every dimension of your portfolio.
We optimize portfolio implementation and outcomes through a differentiated spectrum of solutions. From active tax management to institutional-quality fixed income, every capability is powered by the same proprietary framework.
Active Tax Indexing
Pre-tax performance in line with a chosen index, while seeking to outperform the index from an after-tax perspective — through frequent rebalancing and intraday loss harvesting.
Purpose Driven Investing
Factor Tilt
Active Manager Allocation
Advisors select the model. We handle what happens next. We enhance third-party model portfolios by blending custom benchmarks with both active and passive exposures — applying factor overlays, purpose driven screens, and gains budgets — while managing tax loss harvesting throughout.
Custom Model Implementation
Integrate individual equities, mutual funds, and ETFs into a single, tax-managed, account. Advisor teams define allocation targets and client-specific constraints; we handle execution with the same optimization infrastructure powering everything we do.
Fixed Income
Institutional-quality bond portfolio management, tailor-made to each client's unique circumstances. We go beyond pooled fixed income to deliver customization, principal preservation, and best execution through a 50+ broker-dealer network — across taxable and tax-exempt strategies.
Values Aligned Investing
Built for the way you work
Designed for sophisticated portfolio needs.
Independent RIAs
We handle tax management, rebalancing, and optimization — so you can focus on your clients.
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Family Offices
Concentrated positions, low-basis securities, complex considerations. We manage the complexity so the relationship stays simple.
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Institutions
Customization and infrastructure built for the demands of institutional mandates.
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FAQ
What to know about working with us.
Concentric is an SEC-registered investment adviser specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001, Concentric combines investment expertise, proprietary technology, and tax-aware portfolio management to deliver personalized investment solutions at scale.
Active Tax Indexing is a direct indexing strategy that seeks to match the performance of a chosen benchmark on a pre-tax basis while pursuing improved after-tax outcomes. By owning individual securities rather than a fund, the strategy can harvest tax losses at the security level, offset gains elsewhere in the portfolio, and manage taxes continuously — not just at year end.
Tax alpha is the additional after-tax return generated through disciplined tax management relative to an unmanaged benchmark — the difference between pre-tax and after-tax return. Over time, that difference can continue to compound. Concentric's approach is designed with tax alpha as a primary objective.
Concentric does not provide tax advice and is not a tax consultant. We execute tax-aware investment strategies. All tax-related determinations should be reviewed by a qualified tax advisor.
Active Tax Indexing accounts start at $250,000. Custom Model Implementation, Fixed Income, and other strategies have their own minimums — contact us for specifics.
Please reach out to info@concentricinnovation.com for more information on fees as they may vary depending on the customizations and complexity of services.
Yes. Concentric accepts portfolios in-kind, allowing clients to transition into a managed strategy without triggering unnecessary taxable gains at inception.
Let’s build better portfolios.
Whether you are evaluating direct indexing providers, planning a transition, or scaling portfolio management across your firm, start with a conversation.
Contact Us