Green Harvest Asset Management’s marketing materials for your reference.
Taxes are the highest cost for many investors. Green Harvest Asset Management is the pioneer in developing tax-beneficial investment strategies for clients seeking improved after-tax outcomes. We offer a comprehensive, easy to implement solution to what has historically been a complex and cumbersome process for investors and financial advisors.
Benchmarking Managers That Offer Loss Capture
The latest Insight from Green Harvest Asset Management offers a look inside how we have created a benchmark for loss capture, so that our performance, as well as the performance of other asset managers an investment advisor firms, can be compared to the available loss opportunity of the broad market. We take you through understanding the loss harvesting opportunity, creating a benchmark, types of practical index benchmarks, and selecting a loss capture benchmark.
Introduction to Tax-Loss Harvesting
This Insight from Green Harvest Asset Management examines three different ways of harvesting losses within a portfolio, and the pros and cons of each. The Bailing Out, Sell and Repurchase, and Simultaneous Swap (Green Harvest) Strategies each have their merits for security owners looking for a loss, but a close look at each strategy shows that one has clear advantages over the other two.