Personal Capital Advisors utilize advanced tax management techniques in the investment process for all taxable accounts. By keeping turnover low, deferring short-term gains, and actively offsetting gains and losses, we seek to minimize the impact of taxes on investment returns. Additionally, if you have more than one account under management, our process incorporates smart allocation of your securities between your taxable and tax-deferred accounts. Our research shows that effective tax management can make a significant difference in your long-term wealth.
