Studies show that investors who ignore tax ramifications in their portfolios can lose between 1% and 2% of their annual returns to taxes. Therefore, it is important for investors to make strategic, tax-conscious decisions about their portfolio’s investments, particularly if the majority of their assets are in taxable accounts.
CLS’s Tax Management strategies are designed to help investors do just that. We seek to increase the tax efficiency of portfolios so investors can manage every possible dollar in taxes.
Strategies intended to be used within a portfolio as satellite allocations for investors seeking to target specific assets and investment objectives, such as real assets, alternatives, inflation protection, and capital preservation.