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Investment Strategy

Tax Efficiency

The longer that you can defer taxes, the longer your money grows for you. We therefore strive to minimize short term gains (which are taxed at higher rates than long term gains), and we generally defer all gains as long as possible.

We also recognize that your unique circumstances may make it advantageous to deviate from the general rules. Knowing your unique situation and consulting with your tax professiona helps ensure that we minimize the drag of taxes on your investment returns.

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21860 Burbank Blvd., Suite 100
Woodland Hills, CA 91367
Ph: (818) 857-5080
Fax: (818) 704-0400
info@VenturaAdvisors.com

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