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.
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