ADVANTAGE
A 21st Century Approach To Investment Management
Continuous Tax Loss Harvesting
• Generate capital losses to save on taxes during inevitable market dips
• Keep your asset allocation, so you’re in place to gain as the market rises
• Reducing capital gains taxes can significantly increase after-tax returns
Opportunistic Rebalancing
• Leverage market movements to rebalance your portfolio
• Rebalance when asset class performances diverge based on algorithms
• Opportunistic rebalancing can significantly increase your portfolio’s return
Low Fees
• 3FI’s advisory expenses are just a fraction of Wall Street investment firms
• Clients keep more of their money, increasing returns
