RIA Manager Research
Our research identifies tax efficient investment portfolios along with managers who align with the RIA's client interests. Shields evaluates manager trading strategies and their capacity to deliver underlying value for taxable investors. Our analysis gauges the strategy's ability to produce above-average after-tax returns through:- Gain/loss harvesting
- Stock selection, portfolio construction, and risk management
- Intention-based tax minimization (versus passive applications)
- Investment horizon analysis
The specialized needs of Registered Investment Advisors demand a keen understanding of tax implications. Shields Associates' experience makes us uniquely qualified to assist RIAs select the appropriate strategies and managers for their high net worth clients.
