Long Term Growth

High turnover in a portfolio produces higher expenses and short-term capital gains taxes, even for buy and hold investors. Our portfolios are designed to maximize total after-tax return. We employ low-turnover strategies in order to capitalize on the few remaining tax advantages available to affluent investors: dividends and long-term capital gains.

Unlike most investors, our clients do not concern themselves with the short-term fluctuations of the capital markets. They all have comprehensive lifetime Financial Plans in place designed to achieve their financial goals regardless of what the markets experience over the short term. What happens this week, this month, and this year in the markets does not alter that Plan. Most of our clients express a great deal of relief once their Plan is firmly in place and they know we are implementing it for them.