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Tax Drag PDF Print E-mail
Taxes are a drag on investment performance. The money you pay in taxes today cannot grow and compound in your investment portfolio. Tax-efficiency is perhaps the most important benefit that an advisor should bring to the management of a client’s portfolio. The importance of tax planning and mitigation strategies has never been greater than it is today. Taxable investors do have effective methods for deferring or reducing investment and estate taxes, but most individuals and many advisors pay only cursory attention to the tax-efficiency of their overall investment strategy. North Capital will help you take advantage of the benefits that are available to you without any gimmicks or high-risk strategies.

North Capital is an investment management company with a singular focus: delivering investment solutions to meet your specific needs. The principals of North Capital have been helping individuals, families, corporations and institutional investors tackle their complex financial and investment problems for over twenty years.

To learn more about tax-efficient investment strategies, visit the Education Center.

If you would like to speak with an advisor, contact North Capital at (888) 625 7768 or in San Francisco at (415) 315 9916. Or send us your contact information and we would be happy to schedule a call with you.
 

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