An ongoing, rules-based approach to rebalancing and other portfolio management activities using techniques like short-term gain deferral, best tax lot management and more.
May potentially increase the after-tax value of accounts by harvesting losses on a quarterly basis if they reach a predetermined threshold, subject to a portfolio turnover limit.
Systematically analyzes account-level holdings to opportunistically harvest losses in accounts holding eligible strategies.
Invest directly in professionally managed, standalone investment strategies that engage in tax-efficient management1 as part of their larger investment approach.
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