Tax managed funds & model strategies
Explore our tax managed solutions designed to maximize after-tax returns. Use our tools and materials to complement your client conversations.
Model portfolios: Tax-Managed Model Strategies
Tax managed portfolios designed to maximize after-tax returns.
Because it's not what you make, it's what you get to keep.
- Tax-Managed Model Strategies
- Tax-Managed California Model Strategies
- Tax-Managed New York Model Strategies
Managed accounts: Personalized Managed Accounts
Individual funds: tax-managed & tax-exempt mutual funds
Tax efficient investing strategies for every type of investor
TAX-MANAGED EQUITY
TAX-MANAGED ALTERNATIVE
TAX-EXEMPT FIXED INCOME
Tax-management tools & calculators
How do our tax managed funds stack up?
Compare the tax implications of our funds with a custom set of other investment products.
Investment Proposal Tool
Create a custom investment proposal for your client's specific scenario.
Does tax-management make a difference?
Illustrate how much you could gain in excess return (and how much you could save in taxes) with a tax managed portfolio.
How do our tax managed funds stack up?
Compare the tax implications of our funds with a custom set of other investment products.
Tax-management marketing materials
Spread the word.
Use these popular materials to tell the tax-management story.