TAXES

We create customized portfolios that mirror the risk and return of the benchmark chosen by each individual client—and solve for any constraints specified by that client. We capture tax losses by systematically rebalancing each portfolio to sell securities that have dropped in value and replace them with similar securities, then use those losses to shelter gains. And we don't stick to a set schedule—how often we rebalance is determined by each client's tolerance for tracking error. The result is a portfolio that produces the benchmark return before tax and lowers our clients' overall tax burden.

WHY IT WORKS

We tailor each portfolio to address the client's specific tax requirements—including the trade-off between losses realized and tracking error, gain/loss requests, balance between short and long-term loss realization, and the effect of federal conventional, AMT, and state taxes. And we will never accept "soft dollar" payments from any broker-dealers on any account.

BATCH? NATCH.

Each account portfolio is individually managed—not batch-processed. In other words, we manage portfolios to maximize results for you, not make things easy for ourselves.

PORTABLE TAX ALPHA

The tax-losses we generate can be used to offset gains wherever you choose—both inside and outside the portfolio.

NO EXPIRATION DATE

Losses you don't utilize immediately can be carried forward throughout your life and used when you need them.

DOWNLOADS AND LINKS

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