Avoiding taxing experiences.

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Maximizing expected returns is only the beginning of the value we add to a client’s investment experience. Our careful and continued vigilance toward tax efficiency can easily offset advisor fees … and then some, as we implement all of the following techniques:

• Appropriately placing tax-managed investments within investors’ taxable accounts and less tax-efficient assets in tax-sheltered investments.

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• Practicing regular tax-loss harvesting within clients’ taxable holdings, offsetting realized or anticipated capital gains