Investment Strategies
Custom Tax-Managed Strategies
- Custom monthly Tax Loss/Gain Harvesting
- Tax-smart turnover, holding period, and transition management
- Custom Acitve Indexing strategies
- Tax-efficient investment income & yield management
- Roth Conversions, QCDs, & distribution Planning
- Gifting, Custodial accounts, DAFs, & Trusts
Unwinding Concentrated Stock Positions
Custom strategies for:
- Individual holdings & tax lots
- Company Stock
- Executvie Comp & Incentive Plans
- RSUs & RSAs
- NSOs & ISOs
- Blackout & liquidation window management
- Inherited Stock
- Exchange Funds
- Diversified Options Trading
Managed Accounts
- Traditional, Roth, SEP, & Protected Index IRAs
- Solo & Self-directed 401(k) Plans
- Taxable Advisory accounts
- Private Pensions
- Short-term liquidity strategies
- High-yield Structured Notes & CDs
- Tax-exempt Municipal bond ladders
- Margin & Securities-backed lines of credit (SBLOC)
Alternatives & Private Markets
- Private Equity & Private Credit
- Limited Partnerships
- BDCs
- REITs
- Self-directed IRAs