Tax Reduction Strategies

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

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.

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.

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.