Active Tax Indexing uses loss harvesting techniques to reduce taxes paid and improve after-tax returns
- Individualized Tax Management - Advisor Partners creates an ongoing tax plan with the advisor to harvest losses and/or limit gains based on investor needs.
- Benchmark Customization - Broad-based benchmarks are appropriate for some clients, but others may require benchmarks that exclude individual securities, indices or sectors. Advisor Partners utilizes traditional capitalization-weighted benchmarks as well as benchmarks determined by fundamental or style-based methodologies.
- Risk Management - Advisor Partners actively manages risk, providing ongoing portfolio analysis and monitoring.