Stages of a Tax-Managed Custom Core™ Account

WHITEPAPER


The Four Stages of a Tax-Managed Custom Core™ Account


Portfolio tax management: It's about a lot more than just tax loss harvesting. In this paper we show that there are other key opportunities to reduce tax exposure at every stage of a portfolio's life cycle.


Wealth Managers

At Parametric, we have decades of expertise in working with Registered Investment Advisors, family offices, broker-dealers and investors. We take our relationships seriously. Our commitment to you is that we are available throughout the process. This allows you to retain an active role while we help extend your reach with the resources you need to stay nimble.

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