TaxManagedPortfolio.com — the exact name for the fastest-growing discipline in wealth management: portfolios engineered, trade by trade, to keep more after tax.
A portfolio returning 8% that loses 2% to taxes compounds at 6%. Over thirty years, that gap costs more than every management fee combined. Tax management isn't an overlay — it's the return itself.
Direct indexing, tax-loss harvesting, and asset-location strategies have moved from ultra-high-net-worth bespoke to mass-affluent expectation. The category needs its definitive address. This is it.
| Scenario | Gross return | Tax drag | $1M becomes |
|---|---|---|---|
| Unmanaged | 8.0% | 2.1% | $5.7M |
| Tax-managed | 8.0% | 0.9% | $8.1M |
| Difference captured | +$2.4M | ||
Figures illustrative. The point stands regardless of the inputs.
Investors ask for "tax-managed" portfolios. Advisors sell "tax-managed" solutions. The domain matches the conversation verbatim.
Separately managed account platforms need a consumer-facing brand for tax-managed strategies. This is the shelf-ready label.
The firm that defines direct indexing for the mass affluent will want the name that needs no explanation.
The platform that brands its tax-managed offering under this name wins the search before the pitch.
A white-label tax-managed solution needs a public name. This one arrives pre-sold.
The advisory firm built around after-tax outcomes finally gets an address that says so.
Research on the strategies that keep more after tax — net of fees, net of fine print.
One manager harvested $8.8 billion in losses in 2025. We test the famous 100-basis-point harvesting claim against real data — net of fees.
Direct indexing heads for $825 billion by 2026; ETFs remain the tax-efficiency kings of pooled investing. A net-of-fees comparison, by investor.
The 2026 code is set — 37% top rate, 20% capital gains, new deduction caps. A high-earner’s playbook for keeping more of every dollar.
The IRS flagged 2.3 million tax returns for wash sale violations in 2025. As direct indexing grows, the agency’s AI-powered matching is catching strategies that worked for years. Here’s what’s triggering audits.
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