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Green Harvest provides full exposure to a client-selected benchmark while generating tax alpha through customized Separately Managed Account (SMA) portfolios of ETFs. We provide:

 

Customized
Exposure

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– Personalized investment experience based on each client’s individual goals, needs, and tax situation

– Calibrated risk management: tailor portfolios according to each client’s risk profile

Significant
Tax Benefits

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– Efficiently generate significant tax benefits in both rising and falling markets

– Potential to harvest tax benefits every hour of every trading day

Fully Invested
Strategies

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– Full market participation through portfolios of ETFs

– Maximum tax loss capture in down markets and appreciation in up markets

Greater
Simplicity

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– Fewer holdings than traditional direct Indexers

– Less complexity

– Less trading

Increased 
Efficiency

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– Integrated technology continually monitors for tax management opportunities