Tax Loss Harvesting

Strategically selling securities can yield tax benefits.

Deferring Capital Gains Taxes

Every day our investment process scans the market for opportunities to reduce your tax bill. To do this, we can enhance your portfolio management with a trading strategy known as tax-loss harvesting. When appropriate, we will opportunistically sell securities with losses to lock in tax benefits today. Following the sale, we immediately invest the proceeds so your portfolio never skips a beat. You can improve after-tax returns even more by reinvesting the amount you save in taxes.