Active Tax Indexing is the process of identifying investment losses in your taxable investment portfolio and selling those securities to recognize the loss. Those capital losses are utilized to offset gains. This tax loss harvesting technique can reduce taxes and improve after-tax returns (i.e. create “tax alpha”).
We seek to deliver investment performance in-line with a chosen index from a pre-tax perspective while outperforming the index from an after-tax basis. Our approach allows for a high degree of customization to meet investor risk, return and tax management needs.