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
Living in California? Consider saving even more on taxes with our California Model Portfolios below.
Not sure yet which one is the best fit? Compare all Tax-Managed California Model Strategies.
Living in New York State? Consider saving even more on taxes with our New York Model Portfolios below.
Not sure yet which one is the best fit? Compare all 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
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.