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Cost-Effective Wealth Management
At Nauset we deliver value in several ways. Some are very tangible – such as solid
investment performance or recommending a mortgage refinancing strategy.
Others are less obvious – avoiding taxes, lowering fees on investments, or
providing peace of mind by reviewing a college planning program.
In fact, many of our clients have found that
our fees can be completely offset simply by the savings we generate for you
in reducing both your investment expenses and investment taxes.
Why? Several reasons:
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We use only no-load funds. |
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We receive discount brokerage
rates on our trades through Fidelity Institutional Brokerage. |
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We limit portfolio turnover to
avoid transaction costs. |
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And, our investment approach is
tax-aware, meaning that we actively seek to reduce investment taxes by
harvesting losses to offset gains and/or taxable income. |
This cost-efficient approach is
built into our proprietary Sector Focus Portfolio Management style: it's
part of what makes us so valuable to our clients. |
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