The GDX360 Difference

Tax Alpha Investing

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

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.

Three key features of our smart, tax-efficient GDX360 model include:

Asset Location - An effort to place assets in the optimal account type

Tax Loss Harvesting - Can lower a client’s overall cost basis

Tax-Efficient Withdrawal Strategies - Focuses on reducing taxes resulting from withdrawals

Ways To Work With Us:

Join our RIA

Join our RIA

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Open your own RIA

Open your own RIA

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Stay with your RIA

Stay with your RIA

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Join our hybrid RIA

Join our hybrid RIA

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