Q: Tired of scrambling at year end to tax harvest your client’s portfolios?
A: Solve the year end time crunch by utilizing an automated tax overlay strategy throughout the year. For the right clients, a Unified Managed Account (UMA) can seamlessly execute tax harvesting across your book. This kind of approach avoids the year end crunch and can enhance your value during annual meetings with the use of customized annual tax harvesting reports.
Interested in learning more? Join us for our upcoming topical webinar where you will learn about the potential benefits of a UMA and how it can simplify a host of practical client needs and operational efficiencies.
Gitterman Asset Management Climate UMA Solutions Webinar Wednesday, May 24, 2023 2:00 – 3:00 PM EST Register
Please note: This event is for financial professionals only.
Gitterman Wealth Management, LLC dba Gitterman Asset Management. Services provided by Gitterman Asset Management are provided by Gitterman Wealth Management, LLC. All investment advisory services are offered solely through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov
The asset allocation of the model portfolios listed above are proprietary to and developed by GWM. Different types of investments and strategies involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable. It is important for Investment Advisers to review with their clients their investment objectives, risk tolerance, time horizon, liquidity needs, and tax consequences related to the strategies in this presentation at least annually. Any investment involves a high degree of risk, including the risk that the entire amount invested may be lost. Many factors affect performance including changes in market condition, changes in interest rates, and market responses to economic, political and social developments.
This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Gitterman Asset Management or consult with the professional advisor of their choosing.
Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Gitterman. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Gitterman or any other person. While such sources are believed to be reliable, Gitterman does not assume any responsibility for the accuracy or completeness of such information. Gitterman does not undertake any obligation to update the information contained herein as of any future date.
Gitterman Asset Management (GAM) may recommend the use of Independent Managers as part of an asset allocation model or as an independent strategy. GAM is not compensated in any way for the endorsement of any Independent Managers.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
The information set forth herein is intended to be informational in nature and is not intended to be, and should not be construed as, investment advice. This information is accurate as of the above-listed date and it should not be assumed that it will remain the same over time. The views within this video do not necessarily reflect the views of Gitterman Asset Management and there is no guarantee that market trends discussed will continue to come to fruition.
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