Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals. Our investment strategies are designed to provide investors with broad exposure to the equity and fixed income markets with minimal tracking error while maximizing after-tax returns.
PGIM Investments announced today that it has entered into an agreement to acquire Green Harvest Asset Management LLC ("Green Harvest"), a separately managed account (SMA) platform providing customized solutions for the complex needs of high-net-worth investors. PGIM, Inc. is the $1.5 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU) - a top-10 investment manager globally.
PGIM Investments announced today that it has entered into an agreement to acquire Green Harvest Asset Management LLC ("Green Harvest"), a separately managed account (SMA) platform providing customized solutions for the complex needs of high-net-worth investors. PGIM, Inc. is the $1.5 trillion global investment management business of Prudential Financial, Inc. (NYSE: PRU) - a top-10 investment manager globally.
Services
Green Harvest Asset Management is the pioneer in the development of tax-beneficial investment strategies using Exchange Traded Funds (ETFs) for clients seeking improved after-tax outcomes. We specialize in creating portfolios of ETFs designed to provide exposure to portfolios benchmarked to broad U.S., global, or custom indices with minimal tracking difference while maximizing after-tax returns.
Green Harvest Asset Management was formed by a team of seasoned ETF experts who are passionate about providing clients with a strategy to best suit their investment needs. Our team possesses broad and deep ETF expertise, including: index and product development, ETF strategy development, and trading, which makes us a unique asset management firm within the tax-loss harvesting space.
Green Harvest Asset Management was formed by a team of seasoned ETF and asset management experts to provide tax beneficial investment products and services. We specialize in creating portfolios of ETFs designed to provide exposure to broad U.S., global, or custom benchmarks with minimal tracking error while maximizing after-tax returns.
Loss harvesting is the process of capturing capital losses in a client portfolio which can be applied against capital gains. The result can be reduced tax exposure and higher after-tax returns. Our proprietary SmartCapture discipline combines benchmark investing and active tax loss management, providing an opportunity to harvest losses in both up and down markets.
A disciplined investment process to provide full exposure to a desired allocation or benchmark while generating tax alpha through customized SMA portfolios of ETFs. Monitor every ETF in each account throughout the trading day for opportunities to capture tax benefits.
When a loss capture opportunity occurs, we "swap" (sell the ETF to capture a realized loss and simultaneously purchase a similar ETF) using our optimized trading process to maintain desired exposure.In the construction of core index plus portfolios, we use only low-cost, passive ETFs, which are inherently more tax efficient than most mutual funds.
When a loss capture opportunity occurs, we "swap" (sell the ETF to capture a realized loss and simultaneously purchase a similar ETF) using our optimized trading process to maintain desired exposure.In the construction of core index plus portfolios, we use only low-cost, passive ETFs, which are inherently more tax efficient than most mutual funds.
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