Minimizing Taxes
We’re always trying to reduce your taxes, so you keep more of what’s yours. This includes minimizing portfolio turnover and incorporating tax-loss harvesting when applicable.
Reinvesting Your Dividends
Dividends are an important component of generating total return, so we make sure they are reinvested.
Rebalancing Your Portfolio
Your portfolio is rebalanced to make sure your investment and asset allocations remain on target.
