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
$73.0BNTAM Tax Advantaged Assets Under Management*
30+Years of Experience
*As of December 31, 2022
Quantitative, sustainable investing and index management with over 30 benchmarks available.
Daily portfolio reviews to maximize after-tax benefits while minimizing unintended risks.
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.
Investors who harvest losses more frequently to offset investment gains may enhance their after-tax returns. We show how much of a difference higher frequency may make.