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.
BY THE NUMBERS
IR+M Tax-Aware Investing Solutions
$6.3 bn
Crossover Strategy AUM
$7.2 bn
Municipal Strategy AUM
25+
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.”
