Paul Touchstone at Investment Partners, LLC - Tax-Aware Fund, San Francisco, CA. See sector focus, stage focus and contact routes.
TaxAware.co, operating as Investment Partners, LLC - Tax-Aware Fund, offers IMPACT Direct, providing access to a suite of tax-aware investment strategies. These include leading tax-aware long/short, hedging, and indexing managers, with streamlined fiduciary onboarding. They offer direct indexing, personalized indexing, tax-aware long/short, stock hedging, portfolio borrowing, and alternatives. They also provide financial-planning software and advisor help à la carte, with an option to upgrade to full-service wealth management.
Details on this investor come from filing and round data held in the StartupFundraising directory, refreshed on ingest. Founders use profiles like this one to qualify fit and to shortlist investors in San Francisco.
Investors like Paul Touchstone · Full investor directory · Investor access · Company funding database