Our portfolio management and other strategies designed to minimize the tax you pay. Some investments (for example, those that return large dividends) are typically more tax-efficient in a retirement account whereas others (for example, those that are volatile) may be more tax-efficient in a non-retirement (taxable) account. We use this information to design a portfolio that is tax efficient for your specific situation. Additionally, you pay taxes on investments based on when they are bought and sold so we control the timing of those events to increase your after-tax return.
