Broker Check

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.

Three Techniques for Tax-Smart Investing

1. Personalized Strategies

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

2. Custom Built Portfolios

We recommend institutional investment management with ownership in specific securities. This allows us to have greater control over taxable income and capital gains exposure. In other words, we are in greater control of the investment related taxes owed.

3. Proactive Monitoring

Many firms use “tax loss harvesting” to capture losses only at the end of the calendar year. We continually review 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.