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Symmetry Tax Alpha


  • We use borrowing power of your stocks, bonds, ETFs to build extension that is 30% of account value long & 30% of account value short
  • Same process as using margin to borrow cash from your account, using stocks or other assets as collateral
  • 30% long & 30% short comprise 100s of individual stocks that are different from any stocks you currently hold
  • As market fluctuates over time & these 100s of stocks rise/fall, our systematic process harvests tax benefits for you
  • Because some long stocks decline when markets fall & some short stocks decline when markets rise, long/short approach may allow for more consistent tax benefits than typical tax loss harvesting

 

4 Tax Alpha Program Options