Advanced Strategies
Tailored investment options to fine-tune your optimal balance of risk and reward.
Farther Asset Management
Combining rigorous, research-driven strategies with cutting-edge technology, to build bespoke client portfolios designed for better risk-adjusted returns
~1–3%
Potential After-Tax Return Improvement(Farther proprietary data, Dec 2025)
+50 bps
Average Savings in ETF Fees(Farther proprietary data, Jan 2024)
$2B+
Assets Under Management(Farther proprietary data, Oct 2025)
Unlocking access for individuals
Many investment firms adapt institutional offerings for private investors, but Farther Asset Management was built for individual investors from the start, offering sophistication without compromise.
Our Services → Asset Management
The Intelligent Wealth investment advantage
We leverage deep investment expertise to deliver a suite of solutions in one convenient place — including model portfolios, curated private market investments, and dynamic tax-aware strategies.
Our powerful technology further helps eliminate extra paperwork, separate log-ins, and error-prone manual processes.
Available exclusively on the Farther Intelligent Wealth Platform.
Active Oversight
Portfolios managed by a dedicated, experienced investment team, not just algorithms.
Tax-Intelligent Technology
All Farther investment strategies can benefit from our intuitive tax-optimization overlay to maximize return potential.
200+ globally diversified solutions
Designed specifically for private investors, Farther's modular, open investment architecture makes it easy for advisors to integrate our customized solutions into a single Unified Managed Account (UMA).
Curated Model Portfolios
Easily combine our Dynamic and Strategic Core portfolios with specialized building blocks for seamless implementation across all risk profiles, in taxable and tax-exempt accounts.
Separately Managed Accounts (SMAs)
Farther's Intelligent Wealth Platform makes sleeves of individual securities available in just one click - offering direct indexing and working seamlessly with our tax-intelligent technology.
Alternative Asset Strategies
Investments in alternative assets can offer meaningful diversification benefits and attractive total returns. We partner with leading private markets to offer exclusive investment opportunities to Farther clients.
Return Enhancement Overlays
In addition to our tax-intelligent technology, automated rebalancing and custom tax budgets make it simple to apply the best of Farther's Intelligent Wealth Platform to client portfolios at scale.
Seasoned. Tenured. Driven.
Led by industry veterans from firms including Fidelity, BlackRock, Dimensional Fund Advisors (DFA), and Wellington Management, the Farther Asset Management investment team combines decades of experience with Farther's intelligent technology to deliver institutional-quality management for every client.
Scott Katzbeck
Portfolio Manager, Equity
Tax-intelligent investing
Taxes can be the biggest drag on long-term performance. Farther Asset Management's built-in tax optimization strategies are designed to improve after-tax returns.
Automated Tax-Loss Harvesting
Our always-on technology effortlessly tracks and sells underperforming securities. Use the losses to offset gains and reduce potential tax liability.
Optimized Direct Indexing
SMAs allow investors to build custom portfolios tracking a specific index, providing greater control and tax-loss harvesting opportunities.
Intuitive Asset Location
Takes a holistic view of all Farther Asset Management accounts to determine the most tax-efficient way to generate trade proposals.
Ready for smarter asset management?
Access more on Farther's Intelligent Wealth Platform