Exploring The Benefits of
NexPath
Discover how NexPath can enhance after-tax returns through tax-loss harvesting, portfolio personalization, and tax-efficient transitions.
Learn how NexPath can enhance your after-tax returns and portfolio customization
Ready to see how NexPath could benefit your portfolio?
Complimentary analysis – No obligation required
Why NexPath Outperforms Traditional Options
Tax Efficiency
Enhanced after-tax returns through tax-loss harvesting and tax alpha generation
Portfolio Customization
70 levels of customization to align with personal values and investment goals
Tax-Efficient Transitions
Fund in-kind without creating taxable events, achieving transition alpha
Individual Security Ownership
Direct ownership of securities rather than fund shares for greater control
Risk Management
Minimize tracking error while maintaining benchmark exposure
Values-Based Investing
ESG screening and personalization options not available with traditional funds
NexPath vs Traditional Options
See how NexPath provides unique advantages over mutual funds and ETFs
| Potential Benefits | Mutual Funds | ETFs | NexPath |
|---|---|---|---|
| Seeks to match (or exceed) the returns of a benchmark index |  | | |
| Ability to fully replicate index constituents | | | |
| Tax efficiency |  | | |
| Potential to create tax alpha | | | |
| Potential to create transition alpha | | | |
| Portfolio customization | | | |
| Ability to fund in-kind | | | |
The NexPath Investment Process
A systematic approach to building a customized, tax-efficient portfolio that tracks your chosen benchmark
Ready to Optimize Your After-Tax Returns?
Complimentary analysis • No obligation • Expert portfolio optimization
Get Your Personalized Portfolio Analysis
Schedule a complimentary consultation to discover how NexPath could optimize your portfolio’s after-tax returns.
Portfolio Optimization Analysis
Detailed review of how NexPath could enhance your returns
Tax Alpha Assessment
Calculate potential tax savings vs. traditional funds and ETFs
No Obligation Required
Professional analysis with no pressure to engage further
Schedule Your Portfolio Stress Test
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