Overlay-Portfolio-ManagementIn recent years, the top income tax rate on realized long-term capital gains rose from 15% to 20% (23.8% when you consider the Net Investment Income Tax) and the rate for short-term gains rose from 35% to 43.4% for top taxpayers. No one wants to hear that taxes are rising, but no matter where rates stand, taxes – and expenses – have always been a drag on investment results. Minimizing that drag is a key benefit of “overlay portfolio management.” Pitcairn was among the first in the financial industry to apply a sophisticated portfolio overlay, our Tax Optimization Program, to help protect client investments from tax erosion.

Click here to read more about Pitcairn’s Tax Optimization Program and how it continues to add value to our clients’ portfolios.

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