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Tax Strategy
Tax-aware investing
is not a feature.
It is how we invest.
Taxes are one of the largest drags on long-term wealth and most advisors treat them as an afterthought. We don't. Every portfolio decision we make is evaluated through a tax lens first. For clients navigating a business sale, equity compensation, or concentrated positions, what you earn and what you keep after taxes is where wealth is either created or quietly lost.
Direct Indexing
Individual security
ownership. Precise
tax management.
Rather than investing in a fund, direct indexing allows you to own the underlying stocks directly. This structural difference creates meaningful opportunity: by isolating underperforming stocks within a broader rising index, we can harvest losses at the individual security level.
These harvested losses can then be deployed to offset gains elsewhere in your financial life, whether from a business sale, a real estate transaction, or a concentrated position you need to unwind. Most broad-based funds simply cannot offer this level of tax customization.
Long-Short Tax-Managed Strategy
Amplifying tax savings beyond
what traditional investing allows.
We deploy a long-short tax-managed strategy that generates tax losses from both long and short positions regardless of market direction. By leveraging both sides of the portfolio, the strategy meaningfully expands loss-harvesting capacity well beyond what a traditional long-only approach can provide.
Harvesting in Any Market Environment
Long and short positions both contribute to loss harvesting generating tax benefits in any market environment.
Configurable equity exposure
Net equity exposure is fully adjustable dialed up or reduced as your situation requires.
Designed for complexity
Built for investors facing significant liquidity events, concentrated gains, or ongoing high income.
Fully customized
Benchmark, leverage, and equity targets tailored to each client’s timeline, tax profile, and goals.
Past performance is not indicative of future results. Results vary based on individual circumstances, tax rates, and market conditions.
The Structural Advantage
Three times the loss-harvesting
capacity.
A traditional long-only direct indexing strategy harvests losses from one direction. Our long-short approach deploys both long and short positions simultaneously tripling the gross notional exposure available for loss harvesting, regardless of which way markets move.
$10M Traditional
Long-Only Portfolio
Traditional
→
$10M Long Extension
$10M Traditional Long-Only Portfolio
$10M Short Extension
3×
Amount of gross notional exposure in loss harvesting
Long-Short Strategy
Past Performance Disclosure: This webpage is for informational purposes only and should not be construed as investment, tax, or estate planning advice. It is for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Boutique wealth management where tax
intelligence is built into every decision not
applied as an afterthought.
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JMN Financial LLC, dba Neu Wealth Group, is a Registered Investment Adviser. This website is for informational purposes only. Advisory services are only offered to clients or prospective clients where JMN Financial LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client service agreement is in place.