Manager Profile: A Simple Innovation That Paid Off

Published Monday, April 01, 2002

It sounds like Money Management 101 now. But when 1838 Investment Advisors' decided — in the midst of the raging bull market of the '90s — to introduce its Tax Smart brand of portfolio management, it was a true innovation. In simple terms, Tax Smart seeks to maximize after-tax returns by achieving long-term rather than short-term capital gains and by harvesting losses whenever possible to offset those gains. “Tax Smart was probably the most revolutionary idea in the separate account marketplace at that time,” says John Coyne, principal and national sales director at Brinker Capital in King of ...

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