Farther Asset Management: Invest with Intelligence

Smarter, tax-efficient portfolios powered by technology and expertise.

A modern approach to investing

Farther Asset Management (FAM) combines a rigorous, research-driven approach with cutting-edge technology, to build bespoke client portfolios that deliver better returns.

We empower advisors to provide customized, tax-efficient investment programs without sacrificing time or expertise.

The FAM Advantage

With FAM, clients can earn greater after-tax, risk-adjusted returns, surpassing traditional asset management firms.
30x more tax-loss harvesting opportunities1
1–3% potential 
after-tax return improvement2
Saves 0.50% in ETF fees on average3
Daily rebalancing and ongoing tax optimization
Access to institutional-level portfolios previously out of reach
  1. Compares FAM’s potential for daily rebalancing versus quarterly rebalancing offered from some competitors
  2. Paradise, T., Khang, K., & Dickson, J. M. (2024, July). Tax-loss harvesting: Why a personalized approach is important. Vanguard Research. https://corporate.vanguard.com/content/dam/corp/research/pdf/tax_loss_harvesting_why_a_personalized_approach_is_important.pdf
Shalett, L., Hunt, D., Edwards, S., & Cavallo, S. J. (2024, June 17). Direct indexing: Opportunities for customization and potential tax alpha. Morgan Stanley Wealth Management Global Investment Committee. https://advisor.morganstanley.com/the-davis-yost-group/documents/field/d/da/davis-yost-group/Research_Direct_Indexing.pdf
  3. ETF expense ratio as of 1/31/2024 comparing FAM Dynamic Core 100/0 of 0.06% vs. Fidelity Tactical Model 100/0 of 0.56%

Farther Asset Management (FAM) Products

FAM gives clients access to +200 globally diversified solutions, traditionally reserved for institutional investors.
Advisors can integrate Farther’s range of customized solutions into a single Unified Managed Account, including:

Strategic & Dynamic Core Models

Equity, Bond & Alternative SMAs

Return Enhancement Overlays

Manage investments seamlessly

Farther Asset Management is accessible directly on the Farther application. Advisors can utilize FAM with no extra paperwork, signatures or separate log-in, eliminating the manual process of executing trades and saving time.
ADVISORS
Spend less time on execution and, more time with clients. Seamlessly integrate FAM within the Farther app with no extra paperwork or complexity.
CLIENTS
Access smarter, tax-efficient portfolios personalized to your goals – giving you more time, more money, and greater confidence.

Trusted Partners & Expertise

Led by industry veterans from firms like Fidelity and DFA, our investment team combines decades of experience with modern technology to deliver institutional-quality management for every client.

Nick Panitsas

Chief Investment Officer, Portfolio Manager

Scott Katzbeck

Equity SMA Portfolio Manager

Kevin Hoegler

Director, FAM Growth & Advisor Success

Kousha Bautista-Saeyan

Head of Corporate and Business Development

Bring Smarter Asset Management to Your Clients' Portfolio