“If you’re making money investing, you’re going to pay taxes” is such a lie

It gets repeated so often that people assume it must be true.

It isn’t.

It’s never been easier to make money investing while keeping your tax bill down. In fact, in many cases, you can make money and reduce taxes at the same time.

The mistake most people make is building portfolios that create taxes.

We do the opposite.

We design portfolios that absorb them.

The goal isn’t to view the portfolio in isolation - it’s to build something that complements what’s happening elsewhere in your financial life.

Whether you’re dealing with:

• A business sale
• A large gain from concentrated stock
• 7-figure W-2 income
• The sale of appreciated real estate

…the portfolio should be working with those events, not against them.

Examples:

• Cost segregation and bonus depreciation can create large deductions against passive income.
• Tax-aware long/short SMAs can offset capital gains from businesses, stocks, or real estate.
• Certain tax-aware hedge funds can realize ordinary deductions, something very few investment strategies can do, allowing for an offset against W-2 income.

A well-designed portfolio is:

• Custom to your situation
• Dynamic as your life and income evolve
• Focused on after-tax outcomes, not just pre-tax returns

Taxes aren’t the price of success.

Bad portfolio design is.