PRODUCTS & SERVICES
55 Capital offers a range of dynamically managed portfolios built using Exchange Traded Funds (ETFs).
55 Capital offers a range of dynamically managed portfolios built using Exchange Traded Funds (ETF) and delivered through Separately Managed Accounts (SMAs). The strategies thoughtfully balance risk and return leveraging 55 Capital’s insights around investment styles as sources of return and indicators of risk. The full range of 55 Capital strategies can be implemented for either tax-deferred or taxable (tax managed) accounts.
|Asset Class Exposure|
|Dynamic Macro||Dynamic Macro dynamically allocates within and across equity, bond and alternative asset classes|
|Global Allocation||Global Allocation dynamically allocates between U.S., developed and emerging markets equity and bond classes|
|Global Equity||Global Equity dynamically allocates across U.S., developed and emerging markets equity asset classes|
|Alternatives||Alternatives dynamically allocates within absolute return, currencies and commodities asset classes|
|Our Approach to Investing||How We Build Portfolios|
Certainly ongoing tax-loss harvesting can enhance overall returns for the taxable investor in two ways:
- Minimizing current year tax liabilities
- Deferring tax liabilities (leveraging compounding and potential changes in tax rates)
For many, tax-loss harvesting is either an infrequent (i.e. annual) or simplistic (1:1 ETF replacement) exercise. However, 55 Capital believes there is value to be had in an ongoing systematic approach to harvesting losses as well as a sophisticated approach to the selection of “proxy baskets”.
|ETF Tax Overlay Overview||Our Approach to Tax Management||Why Tax Management Matters||Our Approach to Tax Management|
To learn more about 55 Capital’s approach to active tax management for both 55 Capital and other ETF portfolios, please review the resources above or call us at 844 505-0555.