The UniTax Portfolio Solution is a disciplined, tax-savvy strategy designed to maximize your after-tax investment dollars. This proprietary approach is based on the importance of consolidating your investment holdings with one financial advisor. While some people believe that working with multiple advisors can help reduce portfolio risk, we have seen this approach prove to be counter-productive—and even conflict with long-term investment goals. Instead, we advocate a harmonized solution that reflects a global, tax-efficient strategy that can pay off in the long run.
For additional information on the UniTax Portfolio Solution, contact us.