Tax Managed Index Investing
Leverage 55ip’s fund selection algorithms for a simplified investment experience. Select relevant exposures from a universe of low cost ETFs.
Advisors can help each client’s unique objectives and risk tolerance by creating custom portfolios using a single index or blended exposures with multiple indices, across US and international equities and bonds.
Active Tax Management
Client accounts are actively monitored to harvest losses when appropriate to potentially lower each client’s tax bill.
- Lower cost and tax-efficient ETFs
- Sector and region exposures
- Personalized asset allocation
- Customized investment objectives
- Annual tax savings
- Enhanced after-tax returns