What is Tax-Aware Long/Short Investing or TALS?

Introducing: IMPACT Amplified℠

As an independent fiduciary RIA, we bring clients access to the leading managers of tax-aware long/short SMAs and hedge funds. We curate the suite — selection driven by fit, not distribution.
*Separately Managed Accounts

Personalized, tax-optimized

Direct indexing can deliver 'tax alpha', or outperformance, after taxes.

TALS seek higher alpha — pretax and after-tax.
i
Methodology for gain & loss realization is tailored to your tax profile and the realtime market conditions.





available:
Full-service or Self-directed:

① Full-service

Tax-aware long/short investing is disciplined tax management that delivers powerful results — precisely because of its complexity. It requires a high degree of education and guidance, with careful set-up to meet the after-tax objectives of the portfolio. As your fiduciary, we handle it end-to-end: selection, implementation, and ongoing oversight.

② Self-Directed: IMPACT Direct

The full IMPACT Amplified℠ suite is now available to sophisticated investors who want fiduciary access to TALS and other disciplined tax-management strategies — without the full-service wrapper of financial planning, education, and 'white glove' onboarding.

If you've already climbed the learning curve, you may qualify for IMPACT Direct, with streamlined onboarding. For example, you may no longer need the 'white glove' fee and service level of your existing advisor. Or perhaps you want to change custodians or SMA providers and need only a new fiduciary to help you reach the finish line.

The initial consultation is complimentary — a chance to determine mutual fit. IMPACT Direct clients get three onboarding calls with a fiduciary to smooth the onboarding, with additional advisor support available à la carte.