Strategies

TaxManaged

Profile

The AIP TaxManaged strategies seek to outperform the selected benchmark on an after-tax basis by combining superior stock selection with rigorous, precise portfolio risk management and active tax management. Individual stock portfolios are customized to each client’s tax bracket and individual cost basis.
 

Primary Benchmark

S&P 500 Index
Russell 3000 Index

Alternate Benchmark

Russell 1000 Index
Wilshire 5000 Index
 

More Information
 

TMLC Factsheet ►

TMAC Factsheet ►

Equity Investing in the Presence of Taxes ►

Tax-Managed LargeCap ►

Tax-Managed AllCap ►

AllCap vs. Tax-Managed AllCap ►

Using Secondary Benchmarks ►

Whitepapers ►