Tax Efficiency

Alignment of Interests
Asset Allocation
Tax Efficiency
Focus on Equities
Disciplined Investing
Financial Planning
Custody of Assets
Managing Director
Contact Information

Because income taxes can substantially reduce portfolio returns, we manage portfolios with great attention to tax consequences.  Consistent with a client’s goals and risk tolerance, we seek to maximize after tax returns.  This is promoted by 1) allocating highly taxed securities to tax deferred or tax free accounts; 2) minimizing portfolio turnover, thus minimizing the realization of capital gains; and 3) matching capital gains with capital losses.  The concern for taxes applies to mutual fund selection as well.


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