Tax managed funds & 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.
Model portfolios: Tax-managed model strategies
Living in California or New York State? Consider saving even more on taxes with our California or New York State Model Portfolios below.
Model portfolios: Tax-managed state specific model strategies
Tax efficient investing strategies for every type of investor
Individual funds: Tax managed & Tax-Exempt mutual funds
Demonstrate the value & impact of active tax management to your clients
Tax-management tools & calculators
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.
Value of Tax Management
How do our tax managed funds stack up?
Compare the tax implications of our funds with a custom set of other investment products.
Tax impact comparison
Spread the word.
Use these popular materials to tell the tax-management story.