Contact Us
To learn more about our distinctive solutions and client experience, call us today.
Custom strategies designed to minimize an investor’s single largest cost.
Taxes are the single largest cost for the taxable investor. We believe an active tax management strategy can improve investor outcomes. Investors can use Tax-Advantaged Equity to seek an increase in long-term total returns through customized capital gain or loss realization strategies, aggressive transaction cost management and proprietary risk management.
A Global Leader in Tax Managed Portfolios
$83.8BNTAM Tax Advantaged Assets Under Management*
30+Years of Experience
*As of March 31, 2022
Our Advantages
Investment Flexibility
-
Quantitative, sustainable investing and index management with over 30 benchmarks available.
Risk Control
-
Daily portfolio reviews to maximize after-tax benefits while minimizing unintended risks.
End-to-End Customization
-
Portfolio managers work directly with clients and design to specific objectives.
Tax-Managed Quantitative and Index Strategies
Custom tax-managed strategies that seek to add excess return through active tax management.
Mary Lukic, CFP
Head of Tax-Advantaged Equity
Mary Lukic heads the tax-advantaged equity portfolio management team, which is responsible for tax-managed, dividend, ESG (environmental, social and governance) and quantitative active strategies. She is also a senior portfolio manager on the global equities investment team.