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Pay Less Taxes - Take Less Risk - Keep It Simple

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.

Harvesting Strategy Weekly Blog ♦ February 22, 2021 
ETFs: The Foundation for Better After-Tax Returns
Tax beneficial investing begins with vehicle selection and Exchange Traded Funds (ETFs) have an established history of providing an after-tax edge.
by Solomon Teller, CFA, Chief Investment Strategist
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Beating the Index?
Harvesting Strategy Minute, February 8, 2021
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

2021’s Stock Market is the Least Hedged Since 2000
February 1, 2021 Harvesting Strategy Minute
Short interest in the average S&P 500 stock fell to an even lower low this January than back in August 2020…
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

Harvesting Strategy Weekly Blog ♦ January 26, 2021 
Making Cents of After-Tax Returns
Investors should be mindful how after-tax performance calculations apply to them; however, real-life after-tax returns may in fact be higher than they appear when compounding is included.
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

What a Year for Stocks
January 4, 2021 Harvesting Strategy Minute
Have you prepared for 2021?
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the weekly blog.

Investors Keep Choosing ETFs
December 14, 2020 Harvesting Strategy Minute
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

Time to swap your ETFs?  Finding Tax Loss Harvesting opportunities … even in a Bull Market
December 7, 2020 Harvesting Strategy Minute
by Solomon Teller, CFA, Chief Investment Strategist
Click here to download the .pdf

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.

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.

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