Harvesting Gains and Losses

Another aspect of our investment philosophy is to provide on-going tax management of the portfolio, (please note this does not mean we prepare tax returns). What we mean by this is that during scheduled year end reviews, besides monitoring progress and re-balancing, we will focus on what might be done within the portfolio to benefit our clients from an income tax perspective. This might include the processing of annual IRA required minimum distributions, or the harvesting of un-realized portfolio gains or losses. We will work in conjunction with the client’s existing CPA or tax adviser to bring the most potential benefit to each client.


This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.