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The latest with Green Harvest Asset Management. Important events and announcement for asset managers, clients, and interested individuals alike.

For Immediate Release: Green Harvest On Multiple Platforms

NEW YORK – July 9, 2020 – 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.

ETF.com 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.

The Next Logical Step

NEW YORK – February 21, 2020 – The Next Logical Step is the first in a 4-part series of commentaries focusing each week on one important concept from our white paper, Future of Tax Benefits: A Penny Saved May Be Two Pennies Earned. It highlights how our Tax Benefit Capture (TBC) strategy is designed to offset indexed-based investment’s negative impact from cap gains taxes.

Green Harvest Releases White Paper: Future Value of Tax Benefits

NEW YORK – February 13, 2020 – Green Harvest Asset Management announced today the release of a new white paper, “Future Value of Tax Benefits: A Penny Saved May be Two Pennies Earned” detailing how investors are increasingly using tax benefit capture (TBC), often referred to as tax-loss harvesting, to increase returns by controlling their number one cost: taxes.

Click here to download the white paper.

Green Harvest TLH Strategies Among Leading Industry Trends

NEW YORK – December 13, 2019 – Robert Holderith, CEO of Green Harvest Asset Management in New York, along with other industry experts, discusses leading trends in tax loss harvesting.

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Laidlaw Wealth Management Boosts Investment Offering With Green Harvest Deal

NEW YORK – December 12, 2019 – Green Harvest Asset Management, provider of innovative, tax-beneficial investment solutions and services to help clients achieve their goals, has increased it’s footprint in the industry by expanding it’s collaboration with Laidlaw Wealth Management. The relationship will give Laidlaw Advisors access to Green Harvest’s ProActive Tax Management investment strategies which are designed to provide investors with broad exposure to the equity and fixed income markets while maximizing after-tax returns.

Click here for the full press release.

Green Harvest Announces New Video Series for Active Tax Management 2.0

NEW YORK – October 11, 2019 – Green Harvest Asset Management, an asset manager specializing in strategies designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs), announced today the release of a new video series, “Fresh Perspectives From Green Harvest.” The videos have been developed to introduce and explain the firm’s innovative approach to tax-management strategies for clients’ investment portfolios, called Active Tax Management 2.0.

Click here for the full press release.

Resolute Investment Managers Finalizes Investment in Green Harvest Asset Management

MONDAY JULY 1, 2019

Resolute Investment Managers, Inc. (“Resolute”), a diversified, multi-affiliate asset management platform with more than 40 affiliated and independent investment manager partnerships, announced today the completion of its minority investment in Green Harvest Asset Management, an asset manager specializing in tax-loss harvesting strategies designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs). Under the terms of the deal, Green Harvest will operate as an independent affiliate of Resolute, which will provide additional distribution resources and operational support to the firm.

Click here for the full press release.