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

Model Portfolios

Our tax advisers team up with your Registered Investment Adviser to offer an integrated solution. We help you maximize your after-tax return by minimizing income taxes on your investment income.

© Tim Voorhees, JD, MBA, 1990-2016