Green Harvest’s transition discipline provides a rapid, tax-sensitive conversion from a legacy portfolio with embedded gains to a Green Harvest strategy. Our transition proposals can provide several scenarios, each with a differing level of tax sensitivity, to consider in evolving a portfolio to balance these key objectives.
- Minimize risk by migrating an existing portfolio to a new target benchmark that may better suit a client’s needs.
- Maximize after-tax returns by implementing an optimization process to realize gains during the transition period.
- Position the new target benchmark portfolio to benefit from ongoing tax management
