Broker Check

Do you know how taxes impact the performance of your portfolio?  

Sensitive tax management can help you manage an unnecessary liability at the end of the year.  Ultimately, keeping tax implications as a priority in your portfolio management strategy can potentially contribute to better overall performance.  

Our investment process is acutely aware of taxes and designed to account for the potential negative drag on a portfolio.  The following considerations are made in each decision:

  • Long term vs. short term taxable gains
  • Alternative investments: taxable income and capital gains
  • Alternative investments: K-1 statements and other tax forms
  • Use of tax efficient strategies: municipal bonds, dividend strategies, etc.
  • Using investment losses to offset investments gains in future years
  • Employing a strategy that is generally not overly active (i.e. extraordinary number of trades) for the sake of being active

Want tax planning help? Ask us a question.

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