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Cutting-Edge Passive Investing (Index Funds) for Your Portfolio
Matthai Capital Management utilizes a broad array of index funds for many of their portfolios to add value.
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Continual Tax Management
Sometimes “investment returns at any cost” is the approach used by investment managers, brokers and advisers. While this cavalier approach can be employed by the investment manager in different ways, one way is when there is no consideration of the tax impact on the portfolio when investment decisions are made.
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The Low-Cost-Basis Asset
Do you own a low-cost-basis asset, like a stock you bought 30 years ago for $5 per share that is now worth $50 per share? While everybody wants that type of appreciation out of their stock picks, there can come a time when the thought of the government claiming some of our profit in the form of taxes becomes a very distressing notion.
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Investment Solutions for Women
Over the years, Matthai Capital has developed a niche with women in need of financial guidance and direction. In fact, nearly half of our current clients are women.
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