Farther
Asset Management
Investments, expertise, and access powered by intelligent technology
Farther
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~1–3%
Potential After-Tax Return Improvement
(Farther proprietary data, Dec 2025)
(Farther proprietary data, Dec 2025)
+50bps
Average Savings in ETF Fees
(Farther proprietary data, Jan 2024)
(Farther proprietary data, Jan 2024)
$2B+
Assets Under Management
(Farther proprietary data, Oct 2025)
(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.
The Intelligent Wealth investment advantage
Many investment firms adapt institutional offerings for private investors, but Farther is built for individual investors from the start, offering sophistication without compromise.
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 eliminates extra paperwork, separate log-ins, and error-prone manual processes.
Available exclusively on the Farther Intelligent Wealth Platform.
Advanced Strategies
Tailored investment options to fine-tune your optimal balance of risk and reward.
Active Oversight
Portfolios managed by a dedicated, experienced investment team, not just algorithms.
Tax-Smart 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-Smart Technology.
Alternative
Asset Strategies
Investments in alternative assets can offer meaningful diversification benefits and attractive total returns. We partners with leading private asset firms 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.
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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.
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Nick Panitsas
Chief Investment Officer, Farther Asset Management
Nick Panitsas brings over 25 years of experience in wealth management and financial technology to Farther. He has built and led multiple asset management businesses serving individuals, RIAs, family offices, and institutions—platforms that ultimately scaled to millions of accounts and more than $1 trillion in assets under management.
Most recently, Nick spent nearly two decades with Fidelity Investments, where he developed the firm’s first SMA and UMA programs and later led the Tax-Managed Equity and Direct Indexing businesses. Earlier in his career, he served as Head of Tax-Managed Equity at Geode Capital Management, where he oversaw the creation of the Direct Indexing platform that would become a core part of Fidelity’s offering.
At Farther, Nick is responsible for advancing our investment strategy and platform, ensuring advisors and clients alike have access to sophisticated, tax-efficient solutions designed to maximize long-term outcomes.
Nick earned a BS in Mechanical Engineering from The Johns Hopkins University and an MBA from the MIT Sloan School of Management.
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Kevin Hoegler
CFP, Director, FAM Growth & Advisor Success
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Kousha Bautista-Saeyan
Head of Corporate and Business Development
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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.
Predictive Advice & Planning
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Access to Advanced Strategies
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Intelligent Execution
Farther is at the forefront of financial innovation, empowering both advisors and clients with cutting-edge proprietary wealth generation technology. This advanced system is designed to efficiently and effectively capture money-making moments across various markets, ensuring that users can seize opportunities as they arise.
By leveraging this technology, Farther not only enhances the decision-making process for financial advisors but also provides clients with the tools they need to maximize their investment potential. The seamless integration of these capabilities allows for a more dynamic approach to wealth management, fostering a collaborative environment where both advisors and clients can thrive.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
Investment Strategy
Preservation
We employ investment vehicles designed to protect and enhance your wealth.
Tailored approach
We develop investment strategies customized to your individual needs.
Portfolio personalization
We construct portfolios that reflect your risk tolerance and time horizon.
Tax efficiency
We focus on minimizing taxes to maximize your investment growth potential.
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Ready for smarter asset management?
Access more on Farther’s Intelligent Wealth Platform
