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Tax-Efficient Investing

Can help clients keep more of what they earn through customization, capital gains management, and disciplined re-optimization through direct indexing.

Taxes can Quietly Erode Performance

Performance erosion often happens quietly when generic models miss embedded gains, concentrated positions increase friction, tracking error isn’t well managed, and tax harvesting is handled reactively rather than with a clear strategy.

Direct Indexing with Impact Wealth

  • Advisor-built direct index model

  • Signal-based monitoring

  • Social Security benefits

  • Capital gains budget optimization

  • Tax-loss harvesting monitoring

  • Re-optimization when thresholds allow

  • Clients own individual stocks that make up the index rather than a pooled fund

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1

We Build a You 
Customized Index Portfolio

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Manage Taxes at the 
Individual Stock Level

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3

Monitor & Adjust Over Time

How It Works

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Clients needing customization beyond ETFs

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Clients with highly appreciated positions

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Portfolio transitions

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Tax-sensitive investors

When to Use This

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FAQ

EXPLORE IF THIS BELONGS IN YOUR PORTFOLIO

No obligation. Strategy-first conversation.

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