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.
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’. Through our risk-management disciplines, our goal is to 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.