Turn Market Volatility Into Tax Opportunity
Our tax-managed strategy can help keep more of your wealth working for you. Connect with our dedicated professionals to learn more.
Your Portfolio:
Tailored and Tax Efficient
Successful investing takes a portfolio tailored to your unique needs and a tax-managed strategy to match. Reducing your tax burden is never an afterthought—we keep your investing and tax strategies working together at every step.
Our proprietary tax-managed strategy is straightforward: We continuously look for opportunities to capture tax losses, use those losses to offset your realized gains and defer capital gains wherever possible. Combined with active portfolio management, this approach helps keep more of your portfolio positioned for growth.
Connect with one of our dedicated professionals to learn how our tax-managed strategy and rigorous risk controls set us apart—and ways they can help achieve your goals.
Benefits of a tax-managed strategy
Minimize and delay the realization of capital gains
Offset realized gains with strategic sales of positions at a loss
Rebalance your portfolio to stay aligned to your goals
Risks of unmanaged tax exposure
Eroded long-term growth from unchecked capital gains
Unexpected tax obligations from missed opportunities
A Passive Approach
Can Be Costly
Every dollar you pay in taxes is a dollar not working for you, and those dollars add up. Tax “drag” is a natural part of portfolio management—for instance, as a portfolio is rebalanced over time to stay aligned with investing goals, selling securities that have grown in value can trigger a tax liability. Minimizing and offsetting those liabilities is key to maximizing your returns.
Here, we’ve used hypothetical portfolios to show how a reduced tax burden allows tax savings to remain invested—and growing—over time. Assuming a starting portfolio value of $1 million and an annual 2% tax drag vs. a tax-managed portfolio with only a 1% tax drag, this graph makes it easy to see the potential additional growth in a tax-managed portfolio over 20 years.
Our method regularly captures tax savings. Trades are placed (or avoided) to help minimize net taxable gains while accounting for each client’s unique tax considerations and mandates. At each step, we keep your portfolio aligned with your investment strategy.
A cohesive wealth management strategy including financial, tax and estate planning can help minimize your tax burden. Access our exclusive guide to learn more.
As of 12/31/2025. Includes Fisher Investments and its affiliates.
See What Tailored Wealth Management Could Mean for You
Learn more about our tax-managed strategy and how we can design a portfolio to achieve your unique goals with a complimentary, no-obligation meeting.