Individual & Family Investors

Tax-efficiency

Portfolio managers have years (typically more than two decades) of experience in maximizing after-tax returns for high-net-worth individuals and families. Inherent in our philosophy is a portfolio with low dividend yield and low portfolio turnover, both tax-efficient strategies. We believe successful portfolio management requires that buy and sell decisions work in unison. To protect each client's account, we regularly use a tax-efficient sell discipline.

To maximize after-tax returns, we engage in proactive portfolio management efforts, such as:

  • Executing Trades With Holding Period Considerations
  • Harvesting Tax Losses to Offset Future Gains
  • Using Tax-deferral Strategies
  • Maintaining Sensitivity to Low-cost-basis Holdings

Our philosophy maximizes after-tax return

Important Disclosure

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