Too Much Capital Gains Tax in 2017?

Our tax-smart investment strategies seek to take control of capital gain taxes and minimize them.

Video Transcript:

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.

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