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
$55.3BTax Advantaged Assets Under Management
30+Years of Experience
*As of September 30, 2020. Source: Northern Trust Asset Management (NTAM) Finance.
Our AdvantagesInvestment Flexibility
- Quantitative, sustainable investing and index management with over 30 benchmarks
- Daily portfolio reviews to maximize after-tax benefits while minimizing unintended
- 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.