We thoughtfully manage public equity portfolios to maximize tax efficiency. We harvest short-term and long-term portfolio losses and use them to offset both short-term and long-term gains.

Our portfolios are generally a blend of both passive and active strategies. We are generally passive in areas that we view as efficient (like large cap US equities) and more active in areas that we view as inefficient (like China). By using a combination of both strategies, we have the opportunity to outperform defined benchmarks while still being mindful of cost and tax efficiencies.

This material is published solely for the interests of clients and friends of Sentinel Trust Company, LBA. The material is not intended to be used as investment advice, nor should it be construed or relied upon, as an offering of investment advisory services or investment management services, or an offer to sell or solicitation of an offer to buy any securities or related financial instruments. Our Client Service and Investment teams are available to assist our clients and to develop strategies specific to their individual needs and factual circumstances. The opinions expressed are those of the individual author.