TAXMANAGED

ACTIVE, VALUE-ADDED STRATEGIES

Our TaxManaged strategies seek to outperform their respective benchmarks on an after-tax basis by combining superior stock selection with rigorous, precise portfolio risk management as well as active tax management. Individual stock portfolios are customized to each client’s tax bracket and individual cost basis.
 

TaxManaged AllCap

Inception Date: May 1, 2005
Benchmark: Russell 3000® Index
Alternate Benchmark: Wilshire 5000®  Index

 

TaxManaged LargeCap

Inception Date: May 1, 2005
Benchmark: S&P 500® Index
Alternate Benchmark: Russell 1000® Index

 

Slogan: 
ACTIVE, VALUE-ADDED STRATEGIES