Tax-Aware Advanced Indexing.
For all.
- Founders
- Business Owners
- Employees
- Investors
- Traders
- Financial Advisors
OaXys is a next-gen tax-aware investment platform developed by OaSys Wealth, Inc. that compounds your wealth faster. As simple as ETFs and robo‑advisors but with maximum tax-benefits and superior post-tax wealth.
OaXys Web
Balance: $183,420.99
Tax Savings YTD: $27,513.15
OaXys
Portfolio
$183,420.99
+6.52% YTD
Tax Savings YTD
$27,513.15
Simulated view
*we are in beta and will be launching soon
X-Beta™ Highlights
Delivering exceptional results through Advanced Indexing and tax optimization
*The numbers are based on founder portfolios that are live and running as Separately Managed Accounts. These accounts are using X-Beta™, a beta product that is based on lower leverage [130 long/30 short] and S&P 100 Index.
Give OaXys a Try
Worried about concentration and taxable gains?
X-Plus™ helps you unwind your concentrated position, and diversify, in a tax‑aware manner — sometimes even front‑loading the sale of concentrated stock, which is then offset with the losses harvested in your OaXys account through the fiscal year.
The product offsets ~76% of your realized gains in the first year.
OaXys vs. Robo-Advisor vs. Passive ETF
Compare your pre-tax wealth with Advanced Indexing OaXys vs. a Direct Indexing robo-advisor vs. a passive ETF.
* Past performance does not guarantee future results. The projections and other information generated by this calculator regarding the likelihood of various investment outcomes are based on historical backtests and under the assumption that the tax savings are reinvested yearly. The results may vary with each use and over time. This calculator is for illustrative purposes only and is not intended to serve as the primary basis for investment decisions.
How It Works
OaXys decomposes indices such as Russell 1000 (RUI) into their individual holdings.
Using the proprietary model, OaXys then takes on leverage, creates a long-short extension, and assigns proprietary weighting to individual underliers.
The weightings are optimized to generate excess returns, and maximize tax-loss harvesting.
For example, X-Core™ seeks to hold 140% of the account value in long and 40% in short.
This creates a net 100% exposure, similar to a traditional portfolio but with much higher tax-benefits and potential excess-returns.
OaXys then rebalances the portfolios periodically to ensure maximum tax-losses are harvested while still realizing returns similar to the benchmark index.
*With leverage and short-selling, there are more risks and costs involved. We seek to minimize these costs through negotiated rates with our brokerage partners and aim to offset them by generating active alpha through our investment process. Please reach out to us if you want to learn more or read our FAQs*
Why OaXys?
| Market Returns | Availability | Fees | Excess Returns | Tax Alpha | |
|---|---|---|---|---|---|
| OaXys | ✓ | ✓ | ▼▼ | ✓ | ✓ |
| Hedge Funds | ✓ | ✕ | ▼▼▼ | ✓ | ✓ |
| RoboAdvisors | ✓ | ✓ | ▼▼ | ✕ | ! |
| Exchange Traded Funds | ✓ | ✓ | ▼ | ✕ | ✕ |
FAQ
Review frequently asked questions about OaXys. We are always evolving so these answers may change.
OaXys is an Advanced Indexing platform that maximizes tax-benefits, thereby compounding investors' post-tax wealth faster.
Get in touch
If you are an old friend —
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Drop a note and let’s begin
a conversation worth having.
And to all the others —
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Please fill out the form and let's begin to explore the possibilities.
Common Use Cases
- ✓I'm exploring tax-optimized strategies
- ✓I have a concentrated position I want to diversify
- ✓I just want to learn how this works
- ✓I'm an investor and want to know how I can invest in OaXys