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Tax Efficient Investment Strategies
The educational, tax, and legal backgrounds of the WIC principals enables
the firm to better understand the tax implications of portfolio management,
and to therefore structure and manage client portfolios in a tax-efficient
and tax-effective manner. Apart from income tax issues, WIC is deeply involved
with our clients' estate and trust planning.
A significant part of our portfolio management responsibilities includes
ongoing analysis of the efficacy of tax-free bonds (including Alternative
Minimum Tax issues), together with capital gains tax management through
the harvesting of unrealized losses in offsetting realized capital gains
- a tax management tool that is virtually unavailable to mutual fund investors.
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- Diverse training and background of the WIC principals
- Breadth and depth of firm experience
- Client-centered approach to investment management
- Versatility through size and independence
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