Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.
Did you just pay a large amount of money to the Government in capital gains from your investment portfolio? If so, there may be a more efficient option. Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.
Over last 20 years there has been a massive shift to low-cost, passive portfolios. These portfolios are typically offered through mutual funds and ETFs.
The focus of passive investing has largely been on fee efficiency. Until recently only the ultra-wealthy could have the best of both worlds, low-cost passive portfolios plus tax optimization.
Thanks to technological innovation, access to data and costs to trade as low as 35 cents WealthFactor offers a tax-smart, low-cost investment service which it makes available to a much broader investor audience.
WealthFactor can help evaluate your portfolio and determine whether there might be a more tax efficient option.
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About WealthFactor: As a faithful steward, WealthFactor takes its fiduciary responsibility seriously. We build custom portfolios through computer aided process for individuals, families and mission driven organizations. WealthFactor specializes in fee efficient, tax-smart portfolios of socially responsible individual securities.
Advisory services are offered for a fee by WealthFactor, LCC, a registered investment advisor. Registration does not imply a certain level of skill or training. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. All visuals are illustrative only. Past performance is not a guarantee of future return. Investing involves risk. Calculations within our tools are based on information provided by the user. We recommend consulting with a financial professional before acting on any information provided by these tools. Read Full Disclosures