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ProActive Tax Management

Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals.
Our investment strategies are designed to provide investors with broad exposure to the equity and fixed income markets with minimal tracking error while maximizing after-tax returns.

September 14 – 18, 2020 Harvesting Strategy Weekly Blog
Unlock the ETF Toolbox for Today’s Market
Continuing our discussion about the market dynamics favoring hedging strategies that directly short sell ETFs.
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

September 7 – 11, 2020 Harvesting Strategy Weekly Blog
Take Less Risk… Pay Less Taxes… Keep it Simple 
Investors may want to discuss with their wealth manager the benefits and risks of hedging strategies using ETFs.
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

August 31 – September 4, 2020 Harvesting Strategy Weekly Blog
How to Benefit from Peaks and Declines 
A rules-based process instituted intra-day, every day, has potential
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

August 24 – 28, 2020 Harvesting Strategy Weekly Blog
The Other Side of Innovation
Lessons from compelling ideas and technologies
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

August 17 – 21, 2020 Harvesting Strategy Weekly Blog
2020: An After-Tax Investing Year for the Ages
Tax Benefit Capture is a critical tool to potentially help lower overall tax cost
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

July 9, 2020 For Immediate Release:
Green Harvest On Multiple Platforms

NEW YORK – Green Harvest Asset Management announced today the availability of its strategies on an expanded selection of wealth manager investment platforms, including Fidelity Investments, Schwab’s Managed Account Marketplace,  TD Ameritrade, Laidlaw Wealth Management as well as a major New York City-based wirehouse, national independent broker dealers and selected private banks. This comes in response to increased investor interest in the firm’s strategies, and demand for tax alpha in their portfolio.

Click here to download the press release.

February 21, 2020 Commentary
The Next Logical Step, commentary focusing on an important concept from our white paper, Future of Tax Benefits: A Penny Saved May Be Two Pennies Earned, highlighting how our Tax Benefit Capture (TBC) strategy is designed to offset the negative impact from capital gains taxes. Click here to download the commentary.

Featured Article:

How ETFs Save On Taxes

NEW YORK – March 3, 2020 – Robert Holderith discusses with Laura Crigger at ETF.com the strategies and technology behind the Tax Benefit Capture process.

 

Click here for the full article.

Download Our Latest Whitepaper