First, our investment strategy is designed to be extremely tax efficient by utilizing ETFs (exchange-traded funds) that will rarely generate a taxable gain (unlike open-ended mutual funds).

We take a careful, strategic and sophisticated approach to asset location.
Certain assets such as precious metals, REITs (real estate investment trusts), MLPs (master limited partnerships) and others have tax characteristics that dictate in what type of investment account they should be located, such as an IRA or regular taxable investment account.
We also coordinate with your tax professional to ensure a seamless execution of your financial plan.