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‘Fresh Perspectives’ Video Series

Our own Robert Holderith, Chief Executive Officer, and Jeff Conway, Chief Investment Officer, recently sat down with Alicia Boylan, Product Specialist from Resolute Investment Managers over a cup of 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.

Vid 1 Different Value #3

"Taxes are and always have been the biggest cost to investors"

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.

Vid2 TBC

Effective Tax Benefit Capture: "You have to be in the game every single day".

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.

Vid3 Imporving Outcomes

Using ETFs to stay fully invested in a tax loss harvesting strategy.

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.

Vid4 Active Tax Management

Using Passive ETFs to Capture Tax Benefits on an Active Basis

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.

Vid5 Building

Green Harvest's Approach To Tax Management is Inexpensive and Very Efficient

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.

Vid6 TaxAlpha

Bridging Asset Management and FinTech: “The core of the business is driven by technology.”

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.