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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

$78.8BTax Advantaged Assets Under Management

30+Years of Experience

*Assets include $7.8B in AUM and $3.8B in AUA as of September 30, 2021 (updated quarterly). Source: 50 South Capital

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