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Managing Tax Impact to Increase Return Potential

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

$51.2BTax Advantaged Assets Under Management

30+Years of Experience

*As of June 30, 2020. Source: Northern Trust Asset Management (NTAM) Finance.

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

Mary Lukic, CFP

Head of Tax-Advantaged Equity