Active Tax Management 2.0

Green Harvest Asset Management was formed with a singular purpose: to provide investors with core benchmark index exposure with minimal index tracking error, while efficiently generating significant tax alpha utilizing low-cost, brand name exchange-traded funds (ETFs)

Explore Our Strategies

Core Index Plus U.S. Equity - Institutional

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Core Index Plus U.S. Equity - Custom

Core Index Plus Global Equity - Institutional

Core Index Plus High Income Municipal

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Our Process

1. Through a wealth advisor, identify client needs and create a portfolio tailored to their needs.
2. Select a portfolio of ETFs designed to capture the return and risk attributes of a selected index.
3. Determine optimum loss harvesting thresholds for each portfolio component ETF using our SmartCapture process.
4. Harvest tax alpha opportunities when target thresholds are met.

Events & News

Latest Blog Post:

End of Year Letter

2018 was a year of growth and innovation for us, developing and managing eight unique strategies in Active Tax Management.

By Solomon Teller, CFA

Chief Investment Officer

Here's The Post!