Simplify Tax Harvesting with UMAs

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.

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Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances.

Certain securities may be offered Vanderbilt Securities, LLC (“Vanderbilt”) member FINRA/SIPC and headquartered at 125 Froehlich Farm Blvd, Woodbury, NY 11797. Vanderbilt Securities, LLC is not affiliated with Perigon Wealth Management, LLC. Investments through Vanderbilt are NOT FDIC INSURED, NOT BANK GUARANTEED AND MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. THEY ARE NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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