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Tax Reduction Strategies

Don’t pay Uncle Sam more than you have to. Tax-smart investing can help you keep more of what you earn.

Our Techniques for Tax-Smart Investing

1. Personalized Strategies

Portfolios are built according to your risk preference and financial goals – with a focus on your after-tax returns.

2. Custom Built Portfolios

We recommend institutional investment management and ownership in specific securities through separately managed accounts to have greater control over your taxable income, capital gains exposure and investment-related taxes owed.

3. Proactive Monitoring

Unlike most firms, we continually review your holdings, including purchase dates, throughout the year to look for opportunities for “tax loss harvesting,” as well as other opportunities to reduce your portfolio’s tax liability.

4. Charitable Giving

If charitable giving is important to you, we provide custom portfolios for clients with ownership in specific securities through separately managed accounts so highly appreciated stocks can easily be donated to charity.

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