3FI 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