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Capital gains taxes can significantly erode the total return for taxable investors. Therefore, tax considerations should be one of the primary objectives in the portfolio management process.
Northern Trust’s tax advantaged equity team will work with you to develop a customized, flexible, tax-efficient solution.
Northern Trust seeks to provide customized risk-efficient, cost-effective market exposure and strong after-tax investment returns through an in-depth understanding of our taxable clients’ complex investment and tax objectives.
Our Investment Process
Customized and flexible tax-advantaged programs are designed to meet your unique long-term investment objectives.
Why Northern Trust for Tax Advantaged Equity?
Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors, Inc., 50 South Capital Advisors, LLC and personnel of The Northern Trust Company of Hong Kong Limited and the Northern Trust Company.
• IRS CIRCULAR 230
IRS CIRCULAR 230 NOTICE: To the extent that this communication or any attachment concerns tax matters, it is not intended to be used, and cannot be used by a taxpayer, for the purpose of avoiding any penalties that may be imposed by law. For more information about this notice, see https://www.northerntrust.com/circular230.