San Francisco
Asset Solutions
A Global Investment Management Firm
Are you a global investor with no financial advisor?
We’ll manage your assets for just 1% of your portfolio a year.
We build balanced U.S.- based portfolios with selective international exposure to reduce political, tariff, and currency risk.
What do we do for high net worth individuals who are worried about tariff policy?
We will not invest in any company or security, in the U.S. or abroad, that we know directly or indirectly supports foreign conflicts.
We can work with U.S. based clients whose native language isn’t English.
We have the ability to diversify internationally amongst…
160 Markets
•
36 Countries
•
28 Currencies
•
160 Markets • 36 Countries • 28 Currencies •
Are you Tax Loss Harvesting?
Tax-loss harvesting turns market drops into tax savings without changing long-term exposure. We sell losing positions, capture the loss for taxes, and reinvest in a similar asset.
Losses offset gains or up to $3,000 of ordinary income per year, with unused losses carried forward. For a California 33.3% bracket (24% federal + 9.3% state), that equals about $1,000/year in saved taxes, which can be reinvested and compound.
10-year $100,000 portfolio at 10%
No TLH: $259,374
With TLH: potentially up to +$15,937 extra from reinvested tax savings
Same investments — higher after-tax result.