Tax Reduction and Enhanced Diversification Strategy
Keep Your Profit and Keep Investing
Can reduce and defer capital gains
Create a diversified, fully liquid, and flexible portfolio with a risk level you are comfortable with
Create an investment vehicle for borrowing like the ultra-wealthy at some of the lowest industry rates
Situations in which it works
Selling an appreciated home or investment
Bridge loan for a new house downpayment
Diversifying a concentrated employer stock and reducing the tax bill
Borrowing at low rates while maintaining the composition of your portfolio
And more…
TREnD Uses Three Main Principles
Borrowing at low rates, complimentary diversification, and hedging the downside.
These investment principles allow you to have a diversified portfolio at any level of risk that can provide capital gain reduction and deferral through advanced tax loss harvesting. Our borrowing mechanics avoid costly margin in tandem with our sophisticated in-house engineered optimization process to create unique portfolios that can match your target investment mix or allow for more liberal tax reduction.
