Timothy McDowell at Investment Partners, LLC - Tax-Aware Fund, San Francisco, CA. See sector focus, stage focus and contact routes.
TaxAware.co offers IMPACT Direct, providing access to a suite of tax-aware investment strategies including long/short, hedging, and indexing managers, with fiduciary oversight. They cater to clients who seek investment access and financial planning software without a full-service wealth management package. Strategies include direct indexing, personalized indexing, tax-aware long/short, stock hedging, portfolio borrowing, and alternatives.
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