3Factor Platform
A Standard of Excellence in Tax Optimization
3FI is obsessed with maximizing clients’ returns by providing Tax Loss Harvesting and Opportunistic Rebalancing. 3FI uses a sophisticated platform, Envestnet, for portfolio management.
Proprietary Software
As part of our relentless determination, 3Factor has integrated two proprietary enhancements to the Tamarac platform to meaningfully improve tax management when rebalancing:
· Sell the most-tax efficient lots of the asset class
· Optimize cash reserves.
Increasing Returns
3Factor is committed to seeking increased returns within a passive, index strategy by Tax Loss Harvesting, Opportunistic Rebalancing and charging low fees. We fight for basis points in all we do.
