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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.

May 11 – 15, 2020 Harvesting Strategy Weekly Blog
3 Critical Tools for This Market Environment
No need to start from scratch
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

May 4 – 8, 2020 Harvesting Strategy Weekly Blog
How Did We Do?
Capturing benefits in both up and down markets, a YTD update
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

May 4, 2020 Harvesting Strategy Analysis for the Month of April
Making the Most of the Journey There and (Mostly) Back Again
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

April 20 – 24, 2020 Harvesting Strategy Weekly Blog
Investing While in the Upside Down 
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

April 13 – 17, 2020 Harvesting Strategy Weekly Blog
Not Throwing Away Your Shot
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

April 6 – 9, 2020 Harvesting Strategy Weekly Blog
Alpha Turnover?
by Jeff Conway, CFA CAIA, Chief Investment Officer
Click here to download the weekly blog.

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.

February 13, 2020 White Paper Release
Green Harvest White Paper: The Future Value of Tax Benefits
Click here to download the white paper.

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