Overview: TaxSmart

Overview: TaxSmart

Effective tax management is under-appreciated by the investment industry, yet constructing a portfolio with taxes in mind may be one of the most significant ways an investor can improve their overall investment performance.



Many investment products, like mutual funds, are incredibly inefficient from a tax standpoint. Your tax situation is not considered by fund managers when buying and selling throughout the year. In addition, new shareholders can be liable for gains in the fund that accrued before their investment, and worst of all - other investor’s redemptions can trigger taxes you’ll owe.

We build client-specific portfolios designed with after-tax total returns in mind. How well is your portfolio optimized for after-tax returns?



Disclosures and Disclaimers: https://www.wealth-factor.com/disclosures-and-disclaimers


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Lake Oswego, Oregon

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*Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.