Tax Strategies

At Hightower Bethesda, each client’s portfolio is customized from a tax perspective. When someone becomes a new client, we do not just sell all their holdings, recognizing the tax consequences of these actions could be disastrous. We complete a thorough and comprehensive analysis of their existing positions and come up with a mutually agreeable strategy for implementation and long-term diversification.

We value and recognize the importance of both optimization of asset location as well as the underlying tax characteristics of the investment. We couple that with the individual’s specific tax rates and put together a tax strategy aimed at optimizing long-term, after-tax adjusted returns.

We proactively recognize tax loss harvesting opportunities and provide tax alpha for our clients whenever possible.