Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.
Did you just pay a large amount of money to the Government in capital gains from your investment portfolio? If so, there may be a more efficient option. Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.
Over last 20 years there has been a massive shift to low-cost, passive portfolios. These portfolios are typically offered through mutual funds and ETFs.
The focus of passive investing has largely been on fee efficiency. Until recently only the ultra-wealthy could have the best of both worlds, low-cost passive portfolios plus tax optimization.
Thanks to technological innovation, access to data and costs to trade as low as 35 cents WealthFactor offers a tax-smart, low-cost investment service which it makes available to a much broader investor audience.
WealthFactor can help evaluate your portfolio and determine whether there might be a more tax efficient option.
Thanks for listening.
About WealthFactor: As a faithful steward, WealthFactor takes its fiduciary responsibility seriously. We build custom portfolios through computer aided process for individuals, families and mission driven organizations. WealthFactor specializes in fee efficient, tax-smart portfolios of socially responsible individual securities.
Interested in learning more? www.wealth-factor.com