Tax Aware Investment Management

Tax awareness is an important component of our investment management process. Our goal is to maximize the after-tax returns of your portfolio. We accomplish this by:

• Carefully considering asset location and positioning the portfolio in a way that places investments that produce a lot of taxable income in tax deferred accounts.
• Measuring the tax impact of all of our portfolio decisions before executing any trades.
• Performing an annual review of your accounts to find opportunities to harvest tax losses, which may be used to offset gains and taxable income.

We coordinate directly with your tax preparer to provide information for annual filings and quarterly estimated tax payments. We can also accommodate your unique tax situations, which may benefit from a tax-coordinated solution.