Loss Harvesting is the process of capturing capital losses in a client portfolio in all market environments. When these losses are applied against capital gains, the result can be higher after-tax returns.
Green Harvest offers separately managed accounts that invest in low-cost, passive, name brand ETFs. Our singular goal is to capture the return of an index while simultaneously harvesting the maximum amount of capital losses during all market hours and on all market days. Our proprietary SmartCapture discipline combines passive benchmark investing and active tax loss management. This discipline is significantly more effective at harvesting losses as the process keeps portfolios fully invested, which allows harvesting of the maximum available loss opportunity and limiting tracking error. We call this Active Tax Management 2.0.