Looking for a simple, tax-efficient strategy designed to minimize tax impact?
GDX360 focuses on tax efficiency for your clients. We look to cut trading costs, fees and taxes using asset location and other smart tax strategies, along with household-level portfolio management. You get the possibility of fewer positions, lower trading costs, reduced taxes.
Advanced tax strategies that can improve after-tax wealth.
Lessen the impact of taxes
No one likes paying taxes. Your clients can’t avoid taxes, but you can help them try to reduce them. With our GDX360 platform, we look to lessen the impact of taxes when we manage portfolios.
How?
We use our Tax Alpha Investing program that is managed by TRACM, our proprietary, household-level portfolio and tax management platform.
