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| TAX-EFFICIENT MANAGEMENT |
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We
strive to keep our clients from having to pay unnecessary taxes:
- Our minimum investment time horizon is 1-2 years in order to
qualify for long term capital gains tax treatment.
- Many investments are held for much longer periods, deferring the
recognition of the gain for tax purposes.
- Low average stock portfolio turnover of
20-30%.
- We try to realize losses where appropiate to offset
gains.
- We use tax-exempt bonds for taxable clients to provide a greater
after-tax return.
- State income taxes are minimized by using primarily in-state
issues that generally are also exempt from state taxes.
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