If you’re like most people, you’ve struggled to feel good about your investments. It’s not been easy to decide when to buy and when to sell or when to change courses and when to sit still. Sorting through what to invest in has its own set of challenges but figuring out how to take distributions to fund an education, provide for a large purchase, or begin retirement income might be the most difficult part of all. For most, it feels more like random luck than a thoughtful plan.
If that resonates with you, you’re in good company. Researchers have shown that our emotions actually drive our investing more than most of us would like to admit – pushing us to buy and sell at inopportune times. Without a coherent and thoughtful plan, most investors garner inferior rates of return and experience increased psychological angst.
We have a solution for that. At Avant Tax Inc, your investment activities are driven by a carefully considered strategy, which is linked to your personal financial plan. This integrated approach enables us to guide you so that you can confidently make decisions on:
Asset allocation: what should be in your overall portfolio?
Types of accounts: where should you position these resources to mitigate tax effects?
Trading decisions: what should you sell for a distribution and when should you rebalance?
When it comes to managing your wealth, we take a holistic approach. By considering every aspect of your financial condition, we employ customized investment management strategies designed to match your goals, time horizon, and risk tolerance and meet your expectations.
Our investment portfolios are designed to address:
Cash flow required to support your lifestyle
Investments needed to meet short- and long-term goals
Assets that are designated to transfer wealth across generations
Investment Philosophy and Portfolios
Avant Tax investment philosophy has evolved over time to incorporate the following principles:
Open access to some of the top managers and investment strategies
Proper diversification and adaptive asset allocation
Separate account management
Mutual fund investments to supplement separate accounts, where appropriate
Active tax management and loss harvesting
Proactive hiring and firing of managers
Ongoing portfolio monitoring
Hedging and downside protection
Performance reporting and coordinated asset management
If you'd like to know how much your business is worth, please Contact Us to get Free Consultation.