If we can help minimize the taxes and fees that our clients pay, we have increased the potential reward. As we structure our portfolios, one of our key drivers is minimizing the tax and fee impact of any proposed strategies. Obviously, less is more.
Strategies we regularly employ are:
- Tax Loss Harvesting
- Passive vs. Active Management
- Low Turnover Money Managers
- Avoid Unnecessary Realization of Capital Gains
- Tax Lot Efficiency