Letter from the President
Growth of $1
Maximize Risk-Adjusted Return
Maximize Return after Taxes
Maximize Returns after Inflation
Maximize Returns after Fees
Maximize Returns after Policy Decisions
Combine Tax and Investment Expertise
Combine Estate and Portfolio Optimization
Model Expected Returns
Monitor Risk vs. Return
See TEAMS Benefits 1-6
See TEAMS Benefits 7-13
See Model Portfolios
Plot Model Portfolio Returns
Begin with Our Process

TEAMS Can Help You Maximize Your Returns After Taxes

Tragically, the amount left for heirs can be as little as 10% of the initial amount if we fail to take into account estate and gift taxes (as high as 40%), capital gains taxes (38% in California), income taxes on interest (over 57% in California), IRD taxes, AMT taxes, and various corporate, excise, property, and sales taxes that can lower returns.

Therefore, wise investors understand the critical importance of having investment advisers work along side tax advisers to minimize taxes on investments. We believe very strongly in having your portfolio monitored by both your Registered Investment Adviser and your tax lawyer.

© Tim Voorhees, JD, MBA, 1990-2016