Email: info@paritascapital.com   Phone: (203) 717-1620

Rebalancing

GWS’ Rebalancing Process Targets Tax-Efficiency

A key premise to the success of the Paritas Global Wealth Strategy is that small changes in the portfolio’s allocation can, over time, potentially enhance its total return. Collectively, all these small changes allow us to rebalance the risk every month while still efficiently minimizing the impact of taxes. For every trade that occurs...