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This article explains how Fortress Financial uses SyntheticFi’s (Fund V) portfolio-backed lending to give business owners fast, low-cost access to capital without selling investments or relying on traditional banks. By using options-based box spreads to offer loans near Treasury rates, advisors can help clients finance business needs, equipment purchases, real estate, or investments while maintaining portfolio exposure and potentially improving tax efficiency.
The white paper examines how investors can unwind leveraged long–short direct indexing strategies while minimizing taxes. It finds that immediately deleveraging can consume a significant portion of previously harvested tax losses, whereas gradually reducing leverage through a tax-aware approach—or contributing cash to close short positions—can meaningfully reduce the tax impact.
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