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Tax Efficiency

Our smart tax strategies can increase your investing returns by reducing the amount of tax you pay on your investments.

In order to maximize after tax returns, we apply disciplined tax management strategies.  Taxable accounts will regularly harvest tax losses and invest in a comparable investment vehicles. Tax sensitive models emphasize a  low turnover approach to minimize taxable gains and use municipal bonds for tax free income.  These taxs strategies can save you money and increase your returns.  

What is tax-loss harvesting?

Automated tax harvesting available on all taxable accounts with balances greater than $50,000

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