Disciplined tax management, amplified.
WHAT IS TAX-AWARE LONG/SHORT? (TALS)
Tax-aware long/short strategies seek higher levels of outperformance — pretax and after-tax — by tailoring gain and loss realization to your tax profile and real-time market conditions.
IMPACT Amplified℠
FOR INVESTORS WITH LARGE CAPITAL GAINS
Our clients gain access to leading tax-aware long/short (TALS) SMA and hedge fund managers — selected as a fiduciary for best client fit, nothing else.
Benefit from shorting lower-quality companies in a personalized account tax-managed to defer tax on short-sale gains and allow long-term holdings to compound.
BEYOND DIRECT INDEXING
Direct indexing is an established way to deliver tax alpha — after-tax outperformance generated through tax-loss harvesting (TLH). Tax-aware long/short strategies can seek higher outperformance pretax and after-tax, while generating loss harvesting at far greater scale.
How TALS pursue higher alpha: Methodology for gain & loss realization is tailored to your tax profile and real-time market conditions. Short-selling lower-quality companies plays an important part of pre-tax alpha. Long-term tax management of the strategy is important to delivering after-tax alpha. This includes thoughtful wind-down of the strategy over time.
TALS is a more complex strategy able to deliver a level of tax deferral that dwarfs direct indexing. We offer TALS a-la-carte or integrated with comprehensive wealth management:
IMPACT Direct Access
Direct
“Access + fiduciary oversight”
Full access to the IMPACT Amplified℠ suite with fiduciary oversight — without the full-service wrapper. You call the shots.
- Full access to best-of-breed tax-aware solutions
- Fiduciary onboarding
- Custodian & SMA flexibility
- À la carte advisor support if you need more
Who IMPACT Direct is for
The full IMPACT Amplified℠ suite is now available to sophisticated investors who want fiduciary access to TALS and other disciplined tax-management strategies — without the full-service wrapper of financial planning, education, and 'white glove' onboarding.
If you've already climbed the learning curve, you may qualify for IMPACT Direct, with streamlined onboarding. You may be a fit if:
- You seek access with fiduciary who can navigate a myriad of options but not the full package of comprehensive wealth management and planning.
- Or perhaps you want to change custodians or managed account providers
- You want to start the relationship solving a specific tax-aware need and seek a fiduciary who can get you across the finish line
- You no longer need the 'white glove' service level and pricing of your existing advisor.
The initial consultation is complimentary — a chance to determine mutual fit. IMPACT Direct clients get three onboarding calls with a fiduciary to smooth the onboarding, with additional advisor support available à la carte.
Comprehensive Wealth Management
Full-service
“Integrated financial advisory”
Concierge onboarding, end-to-end fiduciary handling, ongoing oversight. We are the coach and quarterback.
- End-to-end account set-up
- Manager selection & due diligence
- Ongoing tax-lot oversight
- Integrated financial planning
Why full-service for TALS
Tax-aware long/short investing is disciplined tax management that delivers powerful results — precisely because of its complexity.
It requires a high degree of education and guidance, with careful set-up to meet the after-tax objectives of the portfolio. As your fiduciary, we handle it end-to-end: selection, implementation, and ongoing oversight.
Your goals, our expertise.
Concentrated Stock Solutions
- Risk & diversification — Adjust your exposure to a single position, diversify around it, and keep an orderly exit available.
- Tax optimization — Delay and mitigate tax impacts through disciplined gain/loss realization tailored to your bracket.
- Liquidity — Multiple cashless hedging strategies and low-cost, tax-deductible borrowing options available to qualified clients.
- Income — Diversify into tax-efficient income and cash-flow investments.
The case for tax alpha.
In the press
Best-of-breed strategies for high-tax-bracket investors and entrepreneurs.
About ImpactAdvisor
Private wealth management · alternatives · tax strategy.
Our client mix
- 40% — $10M+ in assets
- 40% — $2.5M–$10M in assets
- 20% — Up to $2.5M in assets
Source: Q1 2026 AUM client-revenue mix, segmented by client-asset profile.
Experience: Our client-facing advisors each bring 25+ years of experience.
Does tax-aware long/short (TALS) fit your planning needs?