Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

Tax-Efficient Portfolios

Our investment advisers work with tax and legal advisers to grow assets tax-efficiently inside charitable, retirement, insurance, or other types of tax-efficient trusts. By minimizing taxes on portfolio growth and distributions, we can often improve returns by several percentage points each year. This can result in far more wealth accumulation across time.

Combining the Expertise of Your Tax Lawyers and Investment Advisers

© Tim Voorhees, JD, MBA, 1990-2016