Tax-Managed Model Strategies

Notice:

New allocations for the Tax-Managed Model Strategies were effective March 8, 2017.

Please note that this product may or may not be available for investment on your firm's platform(s).

Diversified portfolio solutions for Tax-Sensitive investors

Designed for pre-retired or retired investors whose key objective is to manage tax-liability, Tax-Managed Model Strategies can offer investors a strategically tax-efficient management approach to their taxable accounts and a broadly diversified portfolio.

Example of a Model Strategy

Tax managed model strategies

Learn more about Tax-Managed Model Strategies (Login required)

Please note that this product may or may not be available for investment on your firm's platform(s).

The benefits of choosing Tax-Managed Model Strategies

  • Pre-allocated strategies meet various risk-tolerance levels
  • Aimed to maximize the after tax-returns of an investment with the intention of minimizing distributions
  • Multi-asset diversification and multiple money managers and strategies help manage overall portfolio risk
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