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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.

November 30, 2020 Harvesting Strategy Minute
Where Have All the Hedgers Gone?
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

November 24, 2020 Harvesting Strategy Minute
$1 Trillion Plus of Capital Gains Distributions in the Last Three Years
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

November 9 – 13, 2020 Harvesting Strategy Weekly Blog
What’s Beneath the Great Rotation?
Individual securities, sectors and factors diverged tremendously.
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

November 2 – 6, 2020 Harvesting Strategy Weekly Blog
An Escalator Down and an Elevator Up
An upside down rendition of a familiar Wall Street saying
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

October 26 – 30, 2020 Harvesting Strategy Weekly Blog
Volatility is Back; Seize the Opportunity
Divergence last week was in geographic regions
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