Access OUR LATEST Resource
47752 GK3 Factsheet Design Pitch Deck Beauty Shot 1

 

Tax Efficiency Isn’t Optional Anymore

Discover how active tax management can help maximize after-tax returns for your clients.

For years, taxes have quietly eroded investor returns. As portfolios grow and tax complexity increases, advisors can’t afford to overlook tax management. 

This guide from Great Lakes Advisors explores the practical, year-round strategies investment professionals can use to reduce tax drag and preserve gains.

In this guide, you’ll learn:

  • Which types of clients benefit most from tax-managed solutions
  • Why active portfolio and tax management together offer a performance edge
  • How Great Lakes Advisors’ strategies help advisors meet evolving client expectations

If you're working with clients in high tax brackets or managing concentrated or appreciated positions, this guide offers timely insights for more effective portfolio decisions.

EXCLUSIVE OFFER

The Advisors Guide to Tax-Managed Investing

Simply complete this form to download the guide.

About Great Lakes Advisors

Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.

We offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments/foundations, health care plans, and private wealth management clients.