Taxes

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We aim to keep taxes low on investment assets.

Study after study has shown that people who buy and hold assets and minimize turnover do better than those who actively trade and have high turnover.

Investing in a tax-managed investment vehicle can potentially increase the returns in the portfolio of an investor. We seek out tax-managed strategies that will help our clients in the top tax brackets.

ČAssuming the tax-managed fund had minimal annual capital gains distributions.