Discover how our tax-managed strategy can help keep your portfolio positioned for growth by connecting with our dedicated professionals.
Your Portfolio:
Tailored and Tax Efficient
Successful investing takes a portfolio tailored to your unique needs and a tax-managed strategy to match. Offering both helps us reduce your tax burden over time.
Our straightforward tax-managed strategy regularly captures tax losses to offset realized gains and defer capital gains while respecting each client’s tax needs and mandates. This active portfolio management helps keep you positioned for growth.
Connect with our dedicated professionals to learn how our tax-managed strategy sets us apart—and 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
Reduced long-term growth due to 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. As your portfolio is rebalanced to align with your goals over time, selling appreciated securities can create tax liability. Minimizing this tax “drag” is key to maximizing your returns.
Here, we’ve used hypothetical portfolios to show how a tax-managed strategy can reduce an investor’s tax burden and allow those savings to remain invested—and growing—over time. This graph assumes a starting portfolio value of $1 million and shows hypothetical annual tax drag of 2% vs. a tax-managed portfolio with a hypothetical 1% tax drag. This makes it easy to see the potential growth in a tax-managed portfolio over 20 years.
It's Not What You Make. It's What You Keep.
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.
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.