Your non-qualified investment earnings can be eaten alive by taxes.  Rehmann’s UMA uses an open-architecture platform to build enhanced tax management strategies within each portfolio.  Through the UMA, we can provide individualized tax strategies for each client and offer a host of pro-active tax management techniques. 

• Tax-efficient allocation/manager changes
• Single security conversions
• Tax lot management
• Wash sale coordination
• Short-term gain deferrals and tax pickup opportunities
• Transition of pre-existing securities
• Tax efficient cash flow management
• Tax loss harvesting

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.