Tax Management

Although we are not accountants, our High Net Worth clients’ biggest concerns tend to be taxes. We take this into high consideration in every portfolio we create. The last thing we want to see is having a large tax consequence on a portfolio that is still invested. We constantly look for different ways to minimize turnover rate; which in turn helps keep capital gains tax to a minimum. We also look for qualified investment income where we see fit since qualified income is taxed at a lower rate. Lastly, we want to make sure our clients are taking full advantage of any kind of ‘tax beneficial’ accounts such as 401k’s.