Skip to main content

  •  844-882-0193
  •   jeanne.lipson@sunflowerbank.com
  •  
    • Home
    • Who We Are 
      • Mission
      • Philosophy
      • Process
      • In the News
    • What We Do 
      • Model Management
      • Product Management
      • Program Management
      • Portfolio Construction
      • Portfolio Rebalancing
    • What Makes Us Different 
      • Active Risk Management
      • A Better Cost Equation
      • Tax-Aware Trading
      • Institutional Quality Manager Due Diligence
      • Portfolio Customization
      • Portfolio Transitions
    • Investment Insights 
      • Industry Thought Leadership
      • Useful Websites
      • Financial Calculators
    • Contact

      You are here

    1. Home
    2. Blogs
    3. Importance of Tax-efficient Investing

    Importance of Tax-efficient Investing

    Submitted by Logia Portfolio Management on November 10th, 2015
    • Share on Facebook
    • Google Plus One
    • Tweet Widget
    • Linkedin Share Button
    • Pinterest

    Tax alpha is the additional return that can be generated managing a taxable portfolio in a tax-efficient manner – actively harvesting losses and deferring gains on individual securities.

    As the chart illustrates, tax alpha can significantly improve investment outcomes for clients when a portfolio is managed tax efficiently.

     

    Book a Meeting

    15100 Rosewood Street
    Leawood, KS 66224
    •  Tel: 844-882-0193
    •  jeanne.lipson@sunflowerbank.com
    •  

    Investment advisory services are offered through Logia Portfolio Management LLC (“Logia”), an SEC-registered investment adviser. Logia is affiliated with Sunflower Bank, N.A. (“Sunflower Bank”). Both Logia and Sunflower Bank are wholly owned by FirstSun Capital Bancorp (“FirstSun”).

    Sunflower Bank offers various banking, fiduciary and custody products and services, including discretionary portfolio management. In such cases, Sunflower Bank is responsible for the day-to-day management of these accounts.

    Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Investment advice can only be rendered after the engagement of Logia, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Logia and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #: 269963.

    Click here for FirstSun’s Privacy Policy.

    © 2024 Logia Portfolio Management. All rights reserved.

    Website Design For Financial Services Professionals