As members of a national business owners planning organization, EisnerAmper Wealth Management & Corporate Benefits provides business owners with a system to deliver high-quality, customized solutions to plan for the eventual exit from their privately-held businesses.
We recognize that life is about tradeoffs and choices. Our investment solutions are designed to target your desired specific attribute, such as performance, tax minimization, protection, or low-cost tracking, and then seek to reliably deliver on that objective. Click on each attribute below to learn more:
Performance
Performance
Strategies that seek a higher rate of return relative to their passive benchmark over the long-term. Long-term is defined as a full market cycle (a bull market and a bear market).
Customer Type
Clients who have a long (multi-year) time horizon and who can live with volatility and deviation from a benchmark.
Benefits
Potential outperformance in the long-run (i.e., a full market cycle)
Trade-Offs
Higher management cost, reduced tracking to their specified benchmark, no bear market protection, low tax efficiency
Tax Minimization
Tax Minimization
Strategies designed to minimize state and federal income taxes over the long run.
Customer Type
Clients who are focused on minimizing state and federal taxes and who understand that any potential outperformance will only occur on an after-tax basis.
Benefits
Minimize taxes paid in the long-run
Attempt to achieve after-tax outperformance
Trade-Offs
Higher management cost, Reduced tracking to their specified benchmark, No bear market protection, No pre-tax outperformance
Protection
Protection
Strategies designed to reduce exposure to severe market declines that last for many months.
Customer Type
Clients who seek to avoid the financial, emotional or timing consequences of prolonged, multi-month downturns. Clients who understand that potentially avoiding the worst of a downturn may help them “stay the course” with their investments and help them proceed with their life goals.
Benefits
Attempt to mitigate against severe (multi-month) bear markets, Some strategies can provide possible tax efficiencies
Trade-Offs
Higher management cost, Minimal tracking to their specified benchmark, No substantial potential outperformance versus their specified benchmark over a full market cycle, Some strategies have no tax efficiency
Low-Cost Tracking
Low-Cost Tracking
Strategies that utilize low-cost ETFs and reliably and predictably track a benchmark.
Customer Type
Clients who are price sensitive and looking to get into the market. Clients who believe markets are basically efficient.
Benefits
Competitive cost, Closely and predictably track to their specified benchmark, Offer diversification and moderate tax efficiency
Trade-Offs
No potential for outperformance versus their specified benchmark, No bear market protection, No active tax management
