Effective tax management is under-appreciated by the investment industry, yet constructing a portfolio with taxes in mind may be one of the most significant ways an investor can improve their overall investment performance.
Many investment products, like mutual funds, are incredibly inefficient from a tax standpoint. Your tax situation is not considered by fund managers when buying and selling throughout the year. In addition, new shareholders can be liable for gains in the fund that accrued before their investment, and worst of all - other investor’s redemptions can trigger taxes you’ll owe.
We build client-specific portfolios designed with after-tax total returns in mind. How well is your portfolio optimized for after-tax returns?
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