Most established investors accept the reality that paying higher taxes is a price of success. But there’s no sense in paying more than necessary. The state-of-the-art Tax Transition service available through Olympic is designed to help lower your capital gain taxes and improve your after-tax returns over time
This control is mainly achieved through an active, ongoing process of loss harvesting, gain/loss matching, and deferral of short-term gains that cannot be offset. Additionally, the process is expertly coordinated across multiple components in managed portfolios using highly-sophisticated technology from Envestnet.