Tax Efficient Investing

We help clients keep more of what they have, more of what they make and pay less in taxes by structuring their investments in the most tax efficient manner.

“There is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich and poor, and all do right for nobody owes any public duty to pay more than the law demands; taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.”

– Judge Learned Hand – Federal Judge and Judicial Philosopher

Why Us?

We understand that superior long-term investment performance comes from managing market risk. And, we know that market conditions change – sometimes rapidly and without much warning. We are proactive conservative investors and we reject Wall Street’s ‘buy and hold’. We are confident that the risk-management disciplines we utilize will protect and preserve our clients’ wealth against adverse market conditions and continue to deliver consistent returns across both boom and bust market cycles. Risk management is central to our core goal of providing our clients with “full market,” rather than “bull market” solutions.

And to this, Steve draws on his background as a tax attorney to look at investments from a tax perspective as well as a risk perspective. Most business people and investors alike focus on the upside of an investment. Steve’s legal, tax and investment experience offers a unique skill set to individualize client investment strategies for tax efficient investing, risk exposure, estate planning and tax deferral.

“If you lose money in the stock market, you might get it back – lose it to taxes, and you never get it back.”

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