Active Tax Indexing

Product Description

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.

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