Algorithmic Tax-Loss Harvesting

How We Help

• 1

  Use technology to monitor portfolios daily for tax-loss harvesting opportunities — capturing losses in individual securities while maintaining target asset allocation through substitute positions.

• 2

  Create measurable "tax alpha" by systematically offsetting realized capital gains with harvested losses — reducing the annual tax bill and preserving more capital for long-term compounding.

• 3

  Navigate wash-sale rules automatically across accounts — coordinating trades across taxable, IRA, and 401k accounts to ensure harvested losses are never inadvertently disallowed.