After-Tax Returns Matter

While many clients focus on pre-tax investment returns, the reality is that taxes, not market volatility, have the greatest impact on performance. And, studies have shown that proactive tax management strategies can enhance long-term results. While investment selection and asset allocation are integral to generating compelling returns, we focus on what our clients keep at the end of the day.

Our expertise in tax planning and strategizing is an ongoing process at Oxford. We buy and sell securities for maximum tax efficiency. We utilize strategies that avoid short-term capital gains and effectively manage dividend payments. And, we proactively monitor your portfolio year round for tax loss harvesting opportunities. By structuring our investment approach to emphasize tax efficiency, we view each transaction with the mindset that after-tax returns matter.

Oxford Financial Group Annual Report - 2019