Are taxes holding your investments back?

Every client wants to get the most out of their investments.  They want the highest possible returns with the least amount of risk. 

• Most investors own multiple accounts and products, purchased at different times, for different reasons, with little or no consideration of how those accounts may work together.
• The fact that a part of an investment’s growth is given up in taxes is often seen as unavoidable.
• There is a way to reduce the taxes paid on investments, capture more of the investment returns, without changing the investments themselves.
• Optimizing a portfolio’s asset location provides exactly that.
• Perhaps you should reconsider your asset location strategy.