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Tax Aware Investing

Capital Gain Budgeting Through Tax-Aware Investing

For affluent investors, taxes can have the highest negative impact on net investment returns. Half of investment returns can be lost to Federal, State and Local taxes without implementing an active tax management component to your overall investment plan.

Managing your portfolio while minimizing tax liabilities is crucial since most assets for many high-net-worth investors  reside in taxable investment accounts.

Our tax efficient investment management can be tailored to a specific tax management plan developed your designated tax professional and implemented for a pre-determined annual capital gain budget.