Tax-Aware Investing.

We evaluate taxable and tax-exempt securities’ after-tax relative value to create diversified, liquid, and high-quality portfolios that can generate competitive after-tax total returns.


IR+M Tax-Aware Investing Solutions

$6.3 bn
Crossover Strategy AUM
$7.2 bn
Municipal Strategy AUM
Years of Wealth Management Experience

Tax-Aware Investing Highlights

  • Strategies provide diversification, liquidity, principal protection, and increased after-tax total return potential.
  • Bottom-up security selection identifies relative value across taxable and tax-exempt sectors.
  • Custom portfolios effectively address clients’ tax and liquidity considerations.

Read about our Tax-Aware Investing capabilities and thought leadership under “What We Think.”

Data provided as of January 2, 2024
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