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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.

July 20 – 24 , 2020 Harvesting Strategy Weekly Blog
Tails First
How can a hedged position yield tax benefit opportunities and be a source of returns?
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

July 13 – 17, 2020 Harvesting Strategy Weekly Blog
Hedges Harvested as Stocks Headed Higher
Let’s Look Under the Hood of TBC in a Rising Market
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

July 6 – 10, 2020 Harvesting Strategy Weekly Blog
It’s Not What You Make But What You Keep 
Taking steps now to improve after-tax returns in 2020
by Solomon Teller, CFA, Chief Investment Strategist
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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.

June 29 – July 2, 2020 Harvesting Strategy Weekly Blog
Do What Buffett Says, Not What He Does
Mr. Buffett has been picking stocks for nearly eight decades.
Yet, he has repeatedly said that most people would be better off just buying an S&P 500 index fund.
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

June 22 – 26, 2020 Harvesting Strategy Weekly Blog
Where’s the Tax Alpha?
A Tale of Two Sectors
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

June 15 – 19, 2020 Harvesting Strategy Weekly Blog
Tax Season is Here
It’s not about what you make but what you keep.
by Solomon Teller, CFA, Chief Investment Strategist
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.

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