Live The Life
You Imagine

We help you minimize your tax liability by using tax-efficient investment principles and tax-loss harvesting. We consider your tax-deferred and taxable accounts, placing each security in the most advantageous accounts for tax benefits. When you become a client, we’ll transfer your existing portfolio and determine the best strategy most appropriate to move into the optimized portfolio.

You may have significant positions in individual companies, illiquid positions in private businesses, real estate holdings and other alternative investments that represent a portion of your net worth. We will take these assets into account when building your portfolio and also come up with a game plan in helping you with stock options, private company stocks and highly appreciated securities.

We focus on building a highly diversified portfolio by designing “baskets” of individual government, corporate and municipal bonds as appropriate and providing the broad benefits of diversification while minimizing expenses.