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BAKER STREET ADVISORS, LLC
Client Service
Taxable Transition Management
Often, the greatest barrier to altering an investment portfolio is the potential tax cost. At Baker Street, we evaluate all portfolio changes on an after-tax basis. We have the technical ability to re-engineer
existing portfolios to better reflect an indexed-approach, without realizing all of the embedded,
taxable gains.
The minimization of tax costs is an essential component of a successful investment plan.