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Evaluating performance and taxes

Investing isn't just what you earn—it's what you keep that matters. We can help you build wealth over the long term, while helping to protect your earnings from taxes.

  • Tax savings can pay your fee.

    78% of customers using our tax-loss harvesting feature had their taxable advisory fee covered by likely tax savings (in 2022).
    Fee coverage and estimated tax savings based on Crestwood Capital Management internal calculations.

  • Recurring deposits can help you earn even more.

    Over the last decade, customers who automated their deposits earned 6% higher annual returns than those who did not.
    10-year annualized return based on Crestwood Capital Management internal calculations for the Core portfolio.

We help minimize your taxes to maximize your bottom line.

No matter how well your portfolio performs, you still have to pay taxes. See how our tax strategies can help you save more of your money—from that first deposit to retirement.

  • 1 / 6 When you invest with us

    We recommend the combination of accounts—which are all taxed differently—that may be best for you.

  • 2 / 6 When we build your portfolio

    We use exchange-traded funds (ETFs), which are generally more tax-efficient and lower-cost than mutual funds.

  • 3 / 6 When you make a deposit

    We organize assets across your accounts to get you the best overall tax treatment.

  • 4 / 6 When the market goes up

    We rebalance your portfolio using new deposits and dividends, instead of selling assets (which can cost you in taxes).

  • 5 / 6 When the market goes down

    We sell losing investments to offset taxes owed on future gains. Known as tax-loss harvesting, it’s a tool you can use to lower taxes at the end of the year.

  • 6 / 6 When you start withdrawing

    Once you reach your goal, we show the tax impact of taking withdrawals and try to sell assets in the most tax-efficient manner.

Be invested.