‘Fresh Perspectives’ Video Series
Our own Robert Holderith, Chief Executive Officer, and Jeff Conway, Chief Investment Officer, sit down with Alicia Boylan, Product Specialist from Resolute Investment Managers over coffee in NYC. In the short videos below, they discuss the current landscape financial advisors and their clients face and how Green Harvest’s specialized tool chest can provide investors broad exposure to the equity and fixed income markets with minimal tracking error while maximizing after-tax returns. We’ve also included our animated explainer video, “Fresh Approach”, which offers a tree-top perspective of our strategy.
Robert Holderith, Chief Executive Officer at Green Harvest Asset Management speaks with Alicia Boylan from Resolute Investment Managers, and shares his perspective on the challenges of managing taxes within investment portfolios.
Jeff Conway, Chief Investment Officer at Green Harvest Asset Management chats with Alicia Boylan, Product Specialist at Resolute Investment Managers, about the key elements for effective tax benefit capture.
Robert Holderith, Chief Executive Officer at Green Harvest Asset Management discusses a key ingredient in Green Harvest’s strategy for better client outcomes, with Alicia Boylan, Product Specialist at Resolute Investment Managers.
Robert Holderith, Chief Executive Officer at Green Harvest Asset Management chats with Alicia Boylan from Resolute Investment Managers, on how Green Harvest uses passive ETFs to capture tax benefits using a newly developed proprietary technology called Smart Capture.
Robert Holderith, Chief Executive Officer at Green Harvest Asset Management speaks with Alicia Boylan from Resolute Investment Managers, and discusses portfolio construction utilizing Green Harvest’s tax management strategies and the client experience.
Jeff Conway, Chief Investment Officer at Green Harvest Asset Management speaks with Alicia Boylan, Product Specialist at Resolute Investment Managers, regarding the technologies used in managing Green Harvest’s investment strategies.
Green Harvest Asset Management offers a fresh approach providing innovative, tax-beneficial investment solutions and services to help clients achieve their goals.