We believe that factors like expenses, inflation, and taxes can have a tremendous impact on the long-term growth of a portfolio. Tax management of portfolios means that an important part of our investment decision making process involves consideration of tax consequences and tax strategies.

Tax deferral, pre-tax investment accounts, and tax harvesting are a few of the strategies we most commonly employ on behalf of our clients.

It is a priority of La Jolla Institute to stay abreast of changes or potential changes to the tax code in order to best serve our tax-sensitive clients.