SEPARATELY MANAGED ACCOUNTS FOR TAX EFFICIENCY
Each client's portfolio is separately managed account at well- known custodian brokers such as T. D. AMERITRADE. This segregated structure enables us to customize asset allocation to meet a client's investment objectives. It also allows us to work with each client as an individual with different business, personal, and family obligations. A separate account structure enables us to be tax-efficient, using different strategies depending on each client's investment profile.
THE SELECT ACCOUNT
The Select Account goal is to obtain the greatest targeted diversification and above average risk adjusted returns, while maintaining the clients risk tolerance and doing so with minimal cost. Continual monitoring of individual accounts for tax saving strategies is a hallmark of our firm. We actively manage separate Select Accounts for tax loss savings using a unique security replacement system for avoiding wash sales.
MANAGED EQUITY ACCOUNTS
Our widely acclaimed equity portfolio targeted to the Aging of The World Population is separately managed by our individual portfolio managers. A list of representative companies in the portfolios and our white paper on the Aging of the Population may be obtained from your account manager. Other individual separately managed diversified equity portfolios take into consideration the wishes of the client and their input.
FIXED INCOME INVESTMENTS
Our ability to access and trade with a wide range of dealers and market makers allows us to research and purchase, at the best price, many issues of tax-exempt municipals, corporate and other fixed income investments that are not available to the individual financial advisors at captive brokerage firms.
|