Generic selectors
Exact matches only
Search in title
Search in content

Contact Us

BH Taxes have always been - box

Green Harvest can help investors ongoing tax burden within their portfolios, as well as from taxable events outside of their portfolios:

Rebalance lock

Rebalance: “Unlock” low-cost basis positions.*

Replace lines

Replace: Implement a direct indexing solution to replace other investments.

Reduce CFL

Reduce: Help offset taxable distributions from other investments, including mutual funds and alternative investments.

Plan map

Plan: Prepare for significant events, such as the sale of an investment property or business.