stone pillars

Tax Sensitive Portfolios

New Frontier's tax-sensitive portfolios do not just replace treasuries with municipal bonds as most tax-sensitive strategies do. Taxes are considered at every step of our unique portfolio construction process. Michaud optimization includes tax implications as it creates the portfolios.

New Frontier's tax-sensitive portfolios use ETFs, which provide more tax efficiency than mutual funds. We make every effort to structure our trade and rebalancing decisions to minimize tax effects of all kinds. Going from broad to specific, this includes avoiding trading without benefit, minimizing turnover, offsetting positive with negative capital gains, favoring small capital losses to capital gains, and favoring long term capital gains to short term.

 

 

Availability
AssetMark offers New Frontier's tax-sensitive global strategic model portfolios.