What is Tax-Aware Long/Short Investing or TALS?

Introducing: IMPACT Amplified℠

We work with top providers of tax-aware long/short SMAs* and hedge funds
to offer a suite of tax-aware investments.
*Separately Managed Accounts

Personalized, tax-optimized

Direct indexing can deliver 'tax alpha', or outperformance, after taxes.

Tax-Aware Long/Short strategies seek higher levels of alpha, both pretax and after-tax.
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Methodology for gain & loss realization is tailored to your tax profile and the realtime market conditions.





available:
Full-service or Self-directed:

① Full-service

Tax-aware long/short investing is disciplined tax management able to deliver powerful results -- because of its complexity. It always involves an high degree of education and guidance. And when properly implemented, the account set-up involves a number or reqirements to ensure compliance with the desired after-tax needs of the portfolios.

② Self Directed: IMPACT Direct

The full IMPACT Amplified℠ product suite, is now available directly to sophisticated investors who seek access to disciplined tax management products including TALS -- via a fiduciary -- without the need for financial planning, TALS education, 'white glove' account onboarding, and guidance that a typical RIA client might expect.

If you have already climbed the learning curve and have your Schwab account primed for the strategy, you may qualify for IMPACT Direct, with streamlined onboarding. For example, you may no longer need the 'white glove' fee and service level with your existing advisor. Or perhaps you want to change custodians or SMA providers and need only a new fiduciary to help get you to the finish line.

We do not charge for the initial consultation to determine if it's a mutual fit. And all clients of IMPACT Direct get access to three onboarding calls with a fiduciary to smooth out the onboarding. And additional advisor support can be available a-la-carte.