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The Purpose of a Portfolio Transition

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.

  1. Minimize risk by migrating an existing portfolio to a new target benchmark that may better suit a client’s needs.
  2. Maximize after-tax returns by implementing an optimization process to realize gains during the transition period.
  3. Position the new target benchmark portfolio to benefit from ongoing tax management